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New Parents
Have you recently added to your family? With all the joys of parenthood come new concerns. You may have new childcare expenses, or less income from a stay-at-home parent. Then there’s saving for college, and providing for your growing family in case of an unexpected tragedy. For sleep- and time-deprived parents, it may seem overwhelming. Fortunately, you might be amazed at how much you can accomplish in a relatively short time.
Why wait to give yourself peace of mind?
Services:
- Life insurance “needs analysis” & recommendations
- College cost projections & savings recommendations
- Estate planning recommendations
Approximate Planner Hours/Fee: 8 / $1,200