Financial readiness for new parents


Having a child is a life-changing experience. Sit down with us to get prepared financially before you bring you little bundle home.



  • Evaluate your credit scores
  • Evaluate income
  • Review life insurance need
  • Examine your current net worth
  • Calculate your cash flow
  • Discuss your other financial goals
  • Check your medical insurance coverage
  • Get information on saving for college
  • Make appropriate recommendations
  • Estimated time: 1 to 3 hours (price quoted is per hour)


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