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  • Home > personal banking > Advice

    Advice / Coaching

    Find a CoachWe believe there are two things a financial institution can do to earn your loyal business:

    1. Make it very easy to access, see, move and manage your money. So we do everything possible to make it convenient and simple to use Libro for all your banking.
    2. Pay more than lip service to personal, tailored, expert advice. A few years ago, we adopted an approach to service called Coaching. Actually, we invented it. Coaching is more than advice. Coaching is an expert who becomes accountable for helping you improve your financial well-being. They help you connect all the dots - they help you gain control of your money. They support you, educate you and inspire entire families if that's what it takes.

    We think Coaching is what makes Libro truly different and worthy. We believe Coaching can make a significant difference in your life, your business, or both.

    Our Coaches hold their Certified Financial Planning designation, are lending experts, Account Managers, Investment Specialists - our Coaches include every single staff member under every Libro roof.

    We're here to help you own your life.

    There's a time for convenience and a time for meetings: Get together with your Coach once or twice per year and discuss what's changing in your life - whatever makes you comfortable.

    Connect with your Coach by email, phone or in person when you have any questions all year round.

    Here are a few of the topics that are great to discuss in person:
    Buying a Home Marriage
    Growing Families Household Budgets
    Education Funds Retirement Planning
    Investments Portfolio Reviews
    Financial Plans Estate Planning
    Starting a Business Succession Planning
    Illness or Disability Debt Reduction
    Separation / Divorce Death