Finances for New Families

Getting married. Having kids. These are natural progressions in life for many, but also present new financial situations and decisions to make immediately, and for the long term. This session will help you discover, prioritize, and design a workable plan for your family’s goals and lifestyle.

Key Takeaways:

• Create a joint financial plan and manage combined expenses
• Budget effectively for family finances, including baby-related costs and future needs
• Manage debt, build savings, and plan for education and retirement
• Safeguard your family with the right insurance coverage