Growing Family Budget: $499
In this one-time financial plan, we’ll work through three essential aspects of your finances:
- Budgeting: Account for all the new expenses of your growing family, from diapers and childcare to college savings.
- Estate Planning: Make sure you have a will and other essential documents.
- Life and Disability Insurance: Ensure that your family will be provided for no matter what happens.
You won’t get generic advice or a one-size-fits-all plan; you’ll get personalized direction for your growing family’s finances!
What’s Included in the Growing Family Budget Plan?
Here’s what you’ll receive from Guiding Wealth:
- One call with a highly trained financial planner: Review your goals and numbers before we dive into your family’s new budget.
- Recommended actions to start right away: Suggestions for adapting your personal finance habits.
- Detailed financial plan: A written plan that covers all the steps to take as you prepare your finances for your new addition.
- Financial forecast: What to expect financially during each stage of planning: adoption, pregnancy, postpartum, and raising a child to adulthood.
- Personalized advice: Tips to help you stay on track with your new financial plan.
Will builder: We’ll give you free access to wealth.com’s will-building tool so you can create documents that protect your family.
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