Once a couple is established and ready to start a family (or has just started one!), it's time for the New Arrival plan. Usually in the age range of 30-45, we will develop a plan at the child's birth to start saving for college. To benefit from compounding interest, it's crucial to begin early! And, not including college, it costs about $235,000 to raise a child from birth to age 18. We can help clients determine appropriate levels of insurance coverage to make sure the family is protected while those kids are growing up, while also helping these clients save for future financial goals.
The New Arrival package includes an initial in-person planning meeting, a customized financial plan and checklist, and one year of follow-up services.
Package Fee: $100/mo.
Services provided include:
- Growing household review
- Discussion of your financial priorities
- Statement of assets and liabilities
- Debt review
- Employee benefits review
- Emergency savings review
- Saving & spending analysis
- Major purchase review
- Healthcare review
- Income protection analysis
- Survivor needs analysis
- Education funding review
- Income tax review
- Action checklist
Optional add-ons for this package include:
- Detailed budget: $250
- Student loan review: $200
- Investment allocation plan: $250
The New Arrival Package makes a great gift for new or expectant parents. Is someone you love starting a family of their own? Contact us and ask about giving a gift that lasts a lifetime!
Get started now! Fill out the simple form below and one of our qualified advisors will contact you to discuss your needs and pricing options.
*Please note: Services are currently offered only in the state of Kentucky.