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Having kids changes everything — especially how you think about money. From 529s to the new Trump Accounts, this guide shows how Total Wealth Alignment™ helps families simplify decisions, protect what matters, and build a future that feels calm, connected, and truly prepared.

You don’t need to be a tech wizard to stay connected with your financial planning team — just a few simple tools and a little guidance. Whether traveling, moving to a warmer state, or preferring to handle things from home, we want you to feel empowered and confident about working with us remotely.

Estate planning is a crucial and often overlooked financial and personal security aspect. It ensures that your assets are distributed according to your wishes and that your loved ones are provided for in the event of your incapacity or passing. Every asset you own must have clear instructions for what should happen to it when you are gone.

As young parents, ensuring the financial security of our children is a top priority. One of the best ways to achieve this is by implementing a solid financial plan that includes saving for the future.