Support Your Family With Child & Family Financial Planning: Foundations Package
Once a couple is ready to start a family or has recently begun this exciting journey, it's time to consider our Having a Baby plan package. Typically falling within the age range of 30-45, we will work with clients to develop a comprehensive plan that includes starting to save for their child's college education from the moment of birth. Starting early is essential to benefit from the power of compounding interest. Additionally, it is estimated that raising a child from birth to age 18 costs approximately $235,000, excluding college expenses. We can assist clients in determining appropriate levels of insurance coverage to ensure the family is well-protected throughout their children's upbringing, while also helping them save for future financial goals.
The Having a Baby package serves as a wonderful gift for new or expectant parents. If someone you care about is starting their own family, reach out to us and inquire about giving a gift that will have a lasting impact!
Our Having a Baby package includes an initial face-to-face planning session, a tailored financial plan and checklist, and one year of ongoing follow-up services.
Foundations Package
$1500 annually or $130/month
(Initial 12-month commitment if paying monthly)
- Discussion of your financial priorities
- Debt review
- Employee benefits review
- Emergency savings review
- Major purchase review
- Income protection analysis
- Income tax review
- Student Loan Review
- Survivor Need Analysis
- Action checklist
Our skilled advisors work closely with clients to create a personalized plan that caters to their unique needs, lifestyle, and financial goals. Your plan is diligently crafted through in-person or phone consultations, ensuring that every detail is considered. It outlines specific financial objectives as well as actionable strategies to achieve them. As a fiduciary, we prioritize transparency and always act in the best interest of our clients. Additionally, clients receive a personal copy of the plan, which they can refer back to as they progress towards their financial aspirations.
We offer flexible options to accommodate your preferences, whether you want to purchase a plan for yourself or gift it to a loved one.