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HomePersonal BankingWealth ManagementSmall BusinessCommercialCorporate & InstitutionalAbout BMO

Day-to-Day Finances

Understanding how much money you have coming in and where that money goes are the two most important factors in managing your day-to-day finances. Thinking about what you really need to spend now and what you should be putting away for the future are key. But how much should go where, and how do you get started?

Taking the first steps to getting your finances under control can be hard. That's where a financial planner* can help. He or she can work with you to do everything from helping you set goals, to making a budget you can stick to and creating a personalized financial plan just for you.

In this section you'll find practical advice on making a budget that takes a bite out of debt, learn how investing can help you reach your goals and why insurance plays a role in your financial plan.

Managing your money can sometimes feel overwhelming. But it doesn't have to. The right plan can give you the confidence you need to make your future vision a reality.

Click to explore how financial planning can help with:

* BMO financial planner refers to Financial Planners, Investment and Retirement Planning that are representatives of BMO Investments Inc., a financial services firm and separate entity from Bank of Montreal.

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