Starting a Family


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You're Ready for a Family - But Are Your Finances?

At the end of the day, we do what we do for our family, and we want to do it right.

We all want the best for our children – a great education, a safe neighborhood, a life better than what we had. And nothing could be more fulfilling than growing your family in a way that aligns with your values and vision. But it’s difficult financially, with each step of the way requiring careful adjustments to your budget and investment strategy.

The Cost of Raising a Child

A Brookings Institute study found it will cost a middle-class family about $315,000 to raise a child born in 2015 up to the age of 17, and costs are only rising. Knowing how that money is spent can help us budget accordingly.

Where Does the Money Go?


Initial Medical Bills & Hospital Stays

Childcare Solutions & Early Education

Expanding Your Home As Your Family Grows

Health Care Coverage & Medical Expenses

School Supplies & Sports Equipment

Saving for Rising College Tuitions

Breaking Down the Costs:

Let's Refine Your Budget and Reach Your Goals

As we can see, raising a family in our modern economic environment is a challenging endeavor, at least financially-speaking. With costs skyrocketing across the board, a financial advisor can help you drastically cut costs and craft smart investment to help you reach your milestones.

Financial burdens are one of the greatest causes of stress, especially for those with a family to take care of. We don’t want you to stress or waste time trying to create a solution.

Click the button below to get your family on financial track. 

Wealth Management Form
Wealth Management Form