Having a baby changes everything.
The financial decisions you make in your child’s first few years will have an immense impact on their lives and yours.
A family financial plan is one of the best investments you will ever make in your family.
You’re busy. Tired. Focused on keeping a tiny human alive and getting the family through today.
Most parents don’t address their financial priorities and miss critical opportunities in their child’s early years.
Fee-only advice means your family’s interests come first unlike commission-based advisors who profit from selling you their products, we only succeed when your financial plan succeeds. A fiduciary is legally obligated to put your interests first.
Starting early isn’t just better, it’s way better. if you wait even just a couple of years, you miss out on immense potential.
(1) Your growing family deserves more than a savings account and guesswork.
(2) You don’t need to be rich to build a plan - you need a smart strategy.
(3) The right plan today gives your kids the freedom to live theirs tomorrow.
(A) Your world changed the moment you became a parent. Your financial decisions impact more than just you. You’re responsible for someone else’s future.
(B) Your winging it financially. You’ve been managing your own money reactively, saving when you can, guessing about insurance and college savings, but there’s no coordinated strategy.
(C) Planning brings peace. A financial roadmap removes anxiety. Having a clear, professional plan would give you more confidence and frees you from wondering if you’re doing enough.
(D) Advice should be unbiased. You don’t want to be sold to. A fiduciary that helps you prioritize and organize what matters most.
(E) Now is the time to act. You can’t afford to wait. Every year you delay, you lose compounding, tax opportunities, and peace of mind that allows you to enjoy what matters. The earlier you start the more options you have.
Your Path to Family Financial Prosperity
[Pricing starting at $5,000]
Thier world.
What’s the problem?
Who is it for?
You want a plan only. No long-term commitment or investment management required.
What do you get?
We collaborate on the planning process to build your personalized and comprehensive financial plan.
This option gives you the blueprint and you can implement the action items on your own.
What you feel after? Their new life.
Who will you be? Imagine what’s possible.
The guarantee:
The process covers: Your offer and building urgency (invitation). Highlight specialization (the parent’s package). Contrast with other options and generic advice. Specific example - A story!
Estate Plan (free) (does not include attorney support) —- a deliverable that explains this process
Tax Prep
Getting Organized
Cash Management
College Planning
Retirement
FAQ
-
Description text goes here
-
Description text goes here
-
Description text goes here