New Parents - Milestone Financial Planning Services
The right strategy will account for the little one
A child brings a shift in priorities that has to be accounted for with a plan. Who better to help formulate a plan than a trusted PRO. This is how we help.
Detailed Budget
We work with you to form a sustainable budget to fit your needs
Action Checklist
You'll leave with a list of actionable financial goals to carry out your plan
Income Protection Analysis
An insurance recommendation to protect your most important wealth building asset
Emergency Savings Review
After careful review we make a recommendation on the size of your emergency fund
Discussion of Financial Priorities
We help align your short term actions with long-term financial goals
Debt Review
After review, a strategic recommendation is made to handle your debt most effectively
Major Purchase Review & Recommendations
We offer review and recommendations on anything that can't be written from your checking account
Employee Benefits Review
Understanding your benefit options, and how a child influences your needs
Healthcare Review
Review health benefits including individual and group to offer the best recommendation for your needs and budget
Income Tax Review
A review of where your money goes, it's tax implications and how to optimize
Statement of Assets & Liabilities
Be aware of your assets and liabilities so they can be tracked throughout your lives
Survivor Needs Analysis
A great plan will properly take care of your loved ones for their entire lives, should you pass away unexpectedly
Investment Allocation Plan
A structured and diversified portfolio is necessary to a complete plan
Student Loan Debt Review
We take an individualized approach on handling student loan debt
Growing Household Planning
Taking care of today's needs while planning for future needs requires special consideration
Education Funding Strategy
Understanding the true cost of education and how to most effectively and comfortably provide it for your child
Wills, Trusts, Estate Planning Review
Without a will the courts, not you, can decide who receives your assets and custody of your child
Life & Disability Insurance Recommendation
We review your needs and make a recommendation for proper coverage for your family and your budget
There is so much more to providing for a child than the money you earn. The way that money is spent has drastic effects on a young family. It's best that a PRO helps craft the plan.