Growing a Family
Growing a Family
During this stage of life, your needs come second to the needs of your family. As you continue to work hard in your profession, it’s essential to begin planning for your family’s financial future. We will create a custom to-do list that will keep you on track, and your goals at the forefront.

To Do:
- Review monthly savings, and determine whether you can increase your retirement contributions.
- Maintain and emergency savings of 3-6 months of your total living expenses.
- Consider life insurance
- Consider setting aside money in an education savings account
- Begin to outline your retirement goals
- Review your investment portfolio annually