Skip to content

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.




Untitled design (68)

Get Started Today! Questions?