Support Your Family With Child & Family Financial Planning
Once a couple is ready to start a family or has recently begun this exciting journey, it's time to consider our Having a Baby plan package. Typically falling within the age range of 30-45, we will work with clients to develop a comprehensive plan that includes starting to save for their child's college education from the moment of birth. Starting early is essential to benefit from the power of compounding interest. Additionally, it is estimated that raising a child from birth to age 18 costs approximately $235,000, excluding college expenses. We can assist clients in determining appropriate levels of insurance coverage to ensure the family is well-protected throughout their children's upbringing, while also helping them save for future financial goals.
The Having a Baby package serves as a wonderful gift for new or expectant parents. If someone you care about is starting their own family, reach out to us and inquire about giving a gift that will have a lasting impact!
Our Having a Baby package includes an initial face-to-face planning session, a tailored financial plan and checklist, and one year of ongoing follow-up services.
Package Fee: $500
Package Services 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:
- Detailed budget: $250
- Student loan review: $250
- Investment allocation plan: $300
Our skilled advisors work closely with clients to create a personalized plan that caters to their unique needs, lifestyle, and financial goals. Your plan is diligently crafted through in-person or phone consultations, ensuring that every detail is considered. It outlines specific financial objectives as well as actionable strategies to achieve them. As a fiduciary, we prioritize transparency and always act in the best interest of our clients. Additionally, clients receive a personal copy of the plan, which they can refer back to as they progress towards their financial aspirations.
We offer flexible options to accommodate your preferences, whether you want to purchase a plan for yourself or gift it to a loved one.
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(303) 277-0605
8400 E. Prentice Ave.
Suite 800
Greenwood Village, CO 80111
© Colorado Financial Advisors 2015-2023. All rights reserved. Securities offered through The O.N. Equity Sales Company Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513) 794-6794. Investment Advisory Services offered through O.N. Investment Management Company. Insurance licenses in California, Colorado, Florida, Texas and Montana.