Pursuing your goals starts with a plan.
No matter what stage of life or career you find yourself in, planning for your financial independence is critical. At First West Credit Union, we believe the act of planning can do as much good as the plan it produces. The process of gathering the facts, choosing priorities, making decisions and mentally committing to success moves you along the path of reaching your goals.
Every plan needs a Leader.
First West Credit Union’s financial planners will work as a team to create a custom journey just for you, not a cookie cutter approach from a brochure. They will work to gain deep knowledge of your financial picture, goals, concerns and risk tolerances. Then they will present you with options for a comprehensive financial plan tailored to those needs.
Many people already have legal and tax advisors who draw up wills, business agreements, retirement plans and other important documents. First West Credit Union’s role is to quarterback your team by aligning and coordinating all those plans so they work together toward the same goals. We work with CPAs, attorneys, investment advisors and insurance agents to build and execute a single, all-encompassing playbook for your financial future.
Depending on your unique situation, your plan could include some or all of these elements:- Estate planning
- Investments
- Education
- Employee benefits
- Retirement
- Pension
- Charitable gifts and legacy
- Insurance
- Business succession
- Family office bill pay
Once the plan is finished, First West Credit Union professionals will work together to implement it. From there, they will monitor its performance, make adjustments as needed and work with you on updates as your life and financial situations change. To get started learning about or crafting your plan, please reach out to one of our financial planners.