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The Where You're At Money Chat™
The Where You’re At Money Chat is a service we offer to help make complicated money matters simpler.
We’ll ask you a few simple questions to find out where you’re at with your money. Then we’ll pick one of the Four Money Basics - Manage, Save, Grow, and Protect, to focus on. Easy, right?
Our Money Chat can help you:Set up a budget
Make a plan for paying down debt
Grow the money you have
Protect the things that are most important to you
I'm ready for a Money Chat:Call us at 1-888-517-7000 Mon-Sat, 8am-8pm to make an appointment or visit a Coast Capital Savings branch.
Track your spending to ensure you’re staying on budget.
Whether it’s ten per cent of your income or ten dollars a pay cheque, get started on a savings plan.
Make sure your investments are working as hard as you do.
Be sure that you’re covered in case you hit any bumps in the road of life.