Give the Gift of Planning for Weddings, New Parents, Retirement and College Grads

Give the Gift of a Future

Looking for the perfect Wedding or Engagement Gift?  Great for New Baby gifts or Group Retirement Gifts

To Give a Financial Plan as a gift, contact us and we will send you an attractive binder along with a gift certificate and instructions for them on how to reach us and what they need to get started.

 

What better gift to give someone who is going through a major life transition, than the gift of a Financial Plan as they transition into their new stage of life?

 

Wedding Plans - To help a newly married couple get off to a good start, I will meet with the couple after the Honeymoon and help them with the following:

  • Review existing Assets and Insurance
  • Work with them and a lawyer to Establish new Wills and update other documents
  • Prepare their First taxes as a Couple
  • Create a tangible savings plan for their goals
  • Assist them with questions regarding the process of buying a house, including mortgage advice and determining what they can afford
  • Establishing a newly combined household budget

 

New Baby - New Babies bring new challenges.  Budgets change, life insurance needs change, housing might need to change.  Tax deductions are born!  Give them a Financial Plan to help them get their new lives as parents off to a good start!  This includes:

Reviewing Budget and spending to accomodate new costs and childcare expenses

  • Reviewing/Updating Wills, Beneficiary designations and other documents
  • Evaluating the affects on their tax situation
  • Assist them with questions regarding the process of buying a house, including mortgage advice and determining what they can afford
  • College Funding
  • Review Insurance Needs

Retirement Plan - transitioning into retirement is one of the most difficult things people can do.  Learning how to make do with what they have, and ot make it last, can be very stressful.  A Newly Retired financial plan includes:

  • Review Existing Assets and Insurance
  • Review of Wills/Trusts and other documents
  • Evaluate their new Income tax situation based on Retirement Income
  • Evaluate Estate Plan
  • Create Retirement Budget and Spending Plan to ensure comfortable retirement
  • Discuss  the pros and cons of downsizing your residence
  • Determing Optimal Pension payouts