Life is busy. And life as a parent with a family is extremely busy. Making difficult decisions when you’re running on three hours of sleep with a work deadline right around the corner just isn’t easy. As an experienced family financial planner and parent, I know how it all goes, life is very full.
That’s why it can be so hard balancing all of the financial responsibilities that come along with raising a family.
Family Financial Planning
Life insurance. College savings (for the kids). Student debt (yours). Retirement. Day care. Regular savings. Mortgage. Reducing incomes? The list goes on. And this doesn’t even count all of the other obligations you need to keep track of as a parent. You know, like buying enough diapers and remembering where to pick the kids up.
Where are you supposed to start saving? How are you supposed to hit your long-term financial goals while also living the life you work so hard for in the short-term?
Don’t worry! You are not alone in asking those questions. And you’re certainly not alone if you haven’t been thinking about them too much, either. Family financial planning strategies are something that many young families are constantly re-evaluating.
Even as a family financial planner & general financial advisor, I struggled with how to plan my family’s finances properly when my family first started to grow. Fortunately, I was able to take my experience and apply it to my own life.
Our hope is to keep those financial worries off of your family’s plate. Through my own experience, and through the experiences of other families I work with every day, I’ve found that what “works” as a family financial planner, and I’ve learned that it’s going to be different for every family. Because every family has different goals.
My mission here at Thrive Wealth Strategies is to make sure that YOU know how to take the next step and build a better financial future for you and your family.
I hope you’ll join me!