Personal service and customized advice
Whatever your dreams of the future, the decisions you make today about your money will help define the life you lead tomorrow. That's where a well-crafted financial plan can help. Offered through a BMO Harris financial advisor, our advanced, easy-to-understand financial plan can help create a more financially secure future for you and your family.
- Includes an in-depth analysis of your unique goals, time horizon, income needs and tolerance for risk
- Provides practical action steps and concrete recommendations
- Reflects the "real world" by defining your probability of success and incorporating the potential effects of market volatility on your plan
As a result, you can remain confident in your financial plan — no matter what happens in the market.
A multi-step process to a personalized plan
Your BMO Harris financial plan goes beyond your immediate financial concerns to provide a holistic approach to managing your money through six steps:
- Clarify your goals. Define your core values, dreams and investing preferences.
- Assess where you are. Get a clear picture of what you'll need to reach your goals, including any challenges that may hamper your progress.
- Create an action plan. Develop a comprehensive financial plan that aligns your goals with specific steps.
- Evaluate your options. Help you choose among various investment solutions by demonstrating how each may impact your lifestyle today and in the future.
- Implement your plan. Balance risk and reward to help you maximize the value of your investments and your income stream.
- Manage change. Monitor and adjust your plan over time so that it continues to meet your changing needs and supports the lifestyle you want.
Contact a BMO Harris financial advisor and start on your financial plan today.
- How could major life events change your financial picture? Prepare for the unpredictable.