New Parents
Introducing: Financial Readiness Kit for New Parents
As parents of young children ourselves, we understand the demands on your time. With all of your responsibilities, there simply isn’t much time left for strategic and long-term financial planning. But in the back of your mind, you know that it is important to plan and invest in the future.
That’s why we’ve introduced Readiness Kit for New Parents. Simply answer a few questions through our 5-minute online interview and we’ll take care of the rest:
- College Savings Strategy
- Life Insurance Strategy
- Basic Estate Planning
- Lifestyle Decisions and Budgeting
Costs:
Basic Readiness Kit ($300): We will send you a comprehensive financial plan that address all of the topics above, including recommendations for cost-efficient financial products that implements the advice, such as recommendations for 529 College Savings Plans with specific investment options that is risk appropriate, minimizes fees, and maximizes tax-benefits.
Financial Concierge Service ($695 per year): Our Financial Concierge Team will do it all for you and make sure you stay on track over time. We will review and update your plan every three months to make sure your investments are properly allocated and adjust for any life changes you might experience. You don’t have to do a thing, just say go and we’ll take care of the rest.
We’ll be rolling out our advisory services in the next few weeks.
Sign up now and you will receive an email when we launch and a 50% discount on the services above. We’ll save you thousands of dollars in fees, especially if you are currently invested in an adviser-sold 529 Plan or are considering buying permanent life insurance (Whole Life or Universal Life).
