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Growing Family

Client Centered

You are ready to grow your family and it’s time for the Growing Family plan.  Usually in the age range of 30-45, we will develop a plan at the child’s birth to start saving for college.  Not including college, it costs about $235,000 to raise a child from birth to age 18.*  You probably have questions around appropriate levels of insurance coverage to protect your family and how to balance that with saving for future goals and enjoying the season you are currently in.

The Growing Family package includes an initial in-person meeting, a customized financial plan with tailored educational meetings to find the best approach to reach your family's financial goals, and one year of follow-up services. 


Client Centered

Services provided include:

  • Growing household review
  • Discussion of your financial priorities
  • Statement of assets and liabilities
  • Debt review
  • Employee benefits review
  • Savings and spending analysis
  • Emergency savings review
  • Major purchase analysis
  • Healthcare review
  • Income protection analysis
  • Education funding review
  • Survivor needs analysis
  • Income tax review
  • Action Checklist

Optional add-ons for this package include:

  • Investment allocation plan

The Growing Family package makes a great gift for new or expectant parents. Is someone you love starting a family of their own? Contact us today and ask about giving a gift that lasts a lifetime!

Get started now! Fill out the simple form below and one of our qualified advisors will contact you. 

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