You’ve just had your first (or second, or third…) child, and are wondering what if you should be doing anything differently. Do you need more life insurance? Should you be saving for college? How do you manage the new expenses that come along with a child, such as daycare? Meanwhile, you have less time to think about these things or perform the due diligence necessary to have confidence in your decisions. We can help you find answers to all of these questions, and more.
Usually, at the same time a client’s family is growing, their assets are building to a level where they’d like help with their investment decisions. Or perhaps they are at a point where they are finally cash flow positive and are wondering where is the best place to direct their hard-earned dollars. Many new parents lose sleep at night worrying if their family has adequate insurance coverage, especially for life and disability. We’d like to help you make good decisions about your financial life that will have a positive impact for years to come.