Planning for Families
Welcome to the world of parenting.
As you start the journey as new parents there will be moments of joy, fear, happiness, confusion (is this diaper on right??) and a variety of other emotions.
We understand as new parents there is so much to learn and take in, not only with regards to new baby, but to all aspects of life. The need for work/life balance, spiritual/mental balance, and financial balance – and that’s where we help.
How can we help you?
When planning for baby and planning for you, the best time to sit down and talk about finances is before the baby arrives and the second best time is now. We feel that by taking an educational approach, you’ll be more knowledgeable to make decisions and truly understand a product when we recommend which is best for you.
We help you with:
- Life insurance for each family member
- Education planning
- Family budgeting
- Home ownership questions
- Saving for the family minivan
- Explaining the industry jargon and acronyms
- Saving for retirement
And we’ll answer questions like:
Life with kids is busy – we get that. At your convenience, contact us to book your free initial meeting with us. Let us help you put a plan together to achieve your goals!
If you are past the family planning stage, perhaps retirement planning is of interest. Learn more about our retirement planning services here.