Child Financial Planning & Family Financial Planning
Once a couple is established and ready to start a family (or has just started one!), it’s time for the New Arrival plan package. Usually in the age range of 30-45, we will develop a plan at the child’s birth to start saving for college. To benefit from compounding interest, it’s crucial to begin early! And, not including college, it costs about $235,000 to raise a child from birth to age 18. We can help clients determine appropriate levels of insurance coverage to make sure the family is protected while those kids are growing up, while also helping these clients save for future financial goals.
The New Arrival package makes a great gift for new or expectant parents. Is someone you love starting a family of their own? Contact us and ask about giving a gift that lasts a lifetime!
The New Arrival package includes an initial in-person planning meeting, a customized financial plan and checklist, and one year of follow-up services.
Package Fee: $500
Services provided include:
- Growing household review
- Discussion of your financial priorities
- Statement of assets and liabilities
- Debt review
- Employee benefits review
- Emergency savings review
- Saving & spending analysis
- Major purchase review
- Healthcare review
- Income protection analysis
- Survivor needs analysis
- Education funding review
- Income tax review
- Action checklist
Optional add-ons for this package include:
- Detailed budget: $250
- Student loan review: $250
- Investment allocation plan: $300
One of our highly qualified advisors will work closely with the client in-person or over the phone to develop a plan that is realistic, fits your needs and lifestyle, and clearly lays out your financial goals and recommended courses of action to meet them. The plan is yours to take with you and reference as needed as you work toward your financial dreams. As a fiduciary, we ensure complete transparency and hold the responsibility to always act in the client’s best interest.
Purchase a plan for yourself, or buy for a family member or friend.
I'd like to purchase the"New Arrival" package!
Fill out the form below or email us at firstname.lastname@example.org and one of our qualified advisors will contact you to get started!