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.