YOUR FINANCIAL PRIORITIES ARE CHANGING

DOWNLOAD YOUR FAMILY’S FINANCIAL PLANNING CHECKLIST

When you become a parent (or a grandparent), life changes overnight. Welcoming a baby is a key milestone that, without preparation, may lead to anxiety as financial needs and priorities change.

To set your family up for success and allay financial fears, we recommend you reassess your financial plan across four key pillars:

 

Graphic: four key pillars of financial planning: Protect What You’re Building, Plan for Key Life Events, Maximize Your Career Earnings and Its Growth Potential, and Design Your Legacy

 

In reading this paper, you will be prompted to:

  • Designate an emergency fund
  • Assign powers of attorney
  • Reassess your insurance policies
  • Decide how to fund your child’s education
  • Update your healthcare plan
  • Consider a savings account for childcare expenses
  • Reassess your retirement contributions
  • Analyze how the Child Tax Credit may affect your tax liability
  • Create or update your estate plan

Starting a family is an exciting time and we wish you much happiness!

Our goal in detailing these financial planning steps is to provide a road map of prudent measures to engender long-term ease and serenity.

WOULD YOU BENEFIT FROM A FREE CONSULTATION?

If all this sounds too complicated to tackle on your own, we’re poised to help.

At AMG, we specialize in tailoring personalized financial life plans and acting as a trusted advisor as your circumstances change over time.

When you engage us for Personal Financial Management (PFM) you benefit from personalized financial planning and integrated investment, tax, trust, charitable giving, and personal and corporate banking services. We implement your plan holistically, with the least amount of friction, saving you time and money over the long run.

Call 303-486-1475 or email the best day and time to reach you.

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REQUEST REPORT

This free, valuable 8-page report provides a checklist of key questions and issues to consider when starting a family.

Family Financial Planning Report Cover

By providing my information, I agree to AMG’s Security & Privacy policies. AMG does not sell or rent personal information to third parties. I also agree to receive emails from AMG and understand that I may manage my subscriptions at any time. *Required information.

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