Background and experience:
Hello I am Shawna Wilkins. I’m a Financial Planner with Westoba Credit Union. I believe having a financial plan in place is the key to success. I have been using the financial planning principles with members since 2001 when I received my Certified Financial Planner Designation. My profession lets me make a meaningful difference is people’s lives by helping make financial dreams come true.
How can I help you?
It’s important to know you do not need a lot of money in order to benefit from a financial plan. A good financial plan starts with talking about your personal and financial goals and figuring out what’s the best way for you to achieve them. I make the financial planning process easy and with regular meetings we review your progress and adjust your plan as needed. It’s about making a financial plan fit your life and suit you.