Moving in together, starting a family, or getting married — when life changes, so should your financial planning.

Financial Planning For Relationships

Changes in your relationship often come with important decisions on combining or dividing wealth, re-structuring savings accounts, and managing RRSPs, RESPs, and loans. Learn how to set goals and adjust to big changes with our helpful financial planning tools, tips, and advice from a Libro Coach.

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Helpful Tools & Resources

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Monthly Budget Planner

Moving in together means a new monthly budget. Easily create one with this tool. Simply input your household’s income, expenses, and savings.

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Mortgage Planner

Get a snapshot of what you can comfortably afford to borrow. Test out different scenarios including rates and mortgage payment frequencies.

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Tax Benefits of an RESP

Start planning for your children’s future with an RESP. Use this calculator to see the tax benefits of investing in a Registered Education Savings Plan.

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Prosperity Planner

What does prosperity mean to you? Set priorities and plan small steps with Libro’s Prosperity Planner.

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Looking for guidance?

Relationships can be full of exciting developments. Whether you are new to your joint life together or looking for a refresher, Libro is here to give you a hand.

  • Budgeting that fits your lifestyle
  • Mortgage options
  • Joint retirement savings
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