We are passionate about helping young and new families for many reasons, but one of the biggest is that our founder and some team members have a young or new family. We’ve been there. We know what you’re feeling and what type of planning needs to be done.

​

New and young families are very undeserved. Most financial planners want to work with wealthier clients because they can charge them higher fees.  Working with younger clients is also more challenging as they typically have more hectic schedules caring for kids and may not have the flexibility with their employer to meet in the middle of the day.

​

The irony is that young/new families need the most planning help! Typically, the financial plan needs to be updated anytime there is a life transition. Getting married, having kids, and buying a house always requires adjusting the emergency fund, updating the budget, considering college savings, updating the estate planning documents, and ensuring the family will remain financially secure if tragedy ever strikes.

​

You don’t have to worry about pitching you a life insurance policy or fighting you to switch your current life insurance policy to one of ours. We start with your why, talk about your hopes, dreams, and goals, and then consider the planning you’ve done up to this point. Then we’ll share evidence-based feedback from our Certified Financial Planning professionals on possible course corrections and plan updates. Our recommendations will cover every wealth management area, leaving no stone unturned.

​

After creating your Total Wealth Roadmap and setting up your financial planning dashboard, which aggregates all of your data in real-time, your wealth manager can deliver real-time expert advice or feedback on big purchase decisions like buying a house or guidance on how to invest your 401k. It’s as simple as sending a text or email and getting the advice you need. 

 

Want to learn more? Schedule a next best step call.