Working Families

Managing a family is a full time job. But often, you already have full time jobs, so planning ahead often gets left behind as you are pressed for time. You may need to plan for your childrens’ education, a bigger home or income if you are not able to work.  You might like a partner and coach to help create a family budget. That’s where we come in. We meet with you on a regular basis to understand your dreams.

It’s never too early. We want to be your financial advisor before you think you need an advisor.

Do you find yourself asking these questions?

  • Am I investing enough for our future goals?
  • How much should I keep in ‘emergency reserves’?
  • What type of college education plan should I establish?
  • How would we pay our bills if one or both of us is not working?
  • Do I need a will or trust?
  • How much and what type of life insurance do we need?
  • Should we buy or lease our cars?
  • How can I evaluate my employer benefits at enrollment time?
  • How might market events affect my portfolio?

We can help.  Call us today or schedule an appointment online.