Your Financial Blueprint
As life changes, your First Credit Union Financial Blueprint can too. We'll stay in contact and update it when needed, so you can achieve your short and long-term financial goals. We take four steps make a Financial Blueprint successful.
1. Understand
Building your financial blueprint involves getting to know each other. Together, we’ll determine your:
- Short and long-term goals
- Current financial picture
- Values that impact your decisions
We’ll share the services we provide that can help you acheive your goals.
2. Design
After learning more about you, we'll use that information to design a financial blueprint to help you reach your goals. And we'll make it easy to understand. Then we’ll:
- Meet to review our recommendations and options
- Address any questions or concerns
- Outline the steps required to implement your Financial Blueprint
3. Implement
Once we're agreed, we can move ahead to this exciting stage. We'll execute your Financial Blueprint using specific account types, investment products and risk management coverage.
Now it's our turn to shine. We've done the research, have the resources and will do the paperwork. You can relax.
4. Manage
We'll stay in touch regularly and trust that you will too. We'll let you know when we think changes are required to align with your goals and conduct periodic reviews. Here's where our solid foundation and a trusting relationship pay the most dividends.
