The Financial Plan helps you see the possibilities of your financial situation, now and in the future. It also allows you to plan your saving and investments and compare them with Sampo Bank's model portfolios.
1. Get more out of the Financial Plan with a little preparation
Use the 'Overheads Calculator' to calculate your costs. Bring the calculation to your Sampo Bank branch.
Bring your bank statement, too, because it summarises your monthly income and expenses. If you have joint money affairs with a partner, bring him/her as well!
2. Making your own Plan
Reserve an hour for our discussion. We will look at your life situation and find suitable solutions for you. Take your own Financial Plan home with you.
3. Following and updating the Plan
You can follow the progress of your Financial Plan in the web bank. If something changes in your life, call us to make an appointment. We will help you update your Plan.