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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.

The BMO Harris financial planning process is different from many others because it:

  • 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:

  1. Clarify your goals. Define your core values, dreams and investing preferences.
  2. 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.
  3. Create an action plan. Develop a comprehensive financial plan that aligns your goals with specific steps.
  4. Evaluate your options. Help you choose among various investment solutions by demonstrating how each may impact your lifestyle today and in the future.
  5. Implement your plan. Balance risk and reward to help you maximize the value of your investments and your income stream.
  6. 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.

Contact a Financial Advisor

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