Growing Family You are ready to grow your family and it’s time for the Growing Family plan. Usually in the age range of 30-45, we will develop a plan at the child’s birth to start saving for college. Not including college, it costs about $235,000 to raise a child from birth to age 18. You probably have questions around appropriate levels of insurance coverage to protect your family and how to balance that with saving for future goals and enjoying the season you are currently in.The Growing Family package includes an initial in-person meeting, a customized financial plan with tailored educational meetings to find the best approach to reach your family's financial goals, and one year of follow-up services. Services provided include:Growing household reviewDiscussion of your financial prioritiesStatement of assets and liabilitiesDebt reviewEmployee benefits reviewSavings and spending analysisEmergency savings reviewMajor purchase analysisHealthcare reviewIncome protection analysisEducation funding reviewSurvivor needs analysisIncome tax reviewAction ChecklistOptional add-ons for this package include:Investment allocation planThe Growing Family package makes a great gift for new or expectant parents. Is someone you love starting a family of their own? Contact us today and ask about giving a gift that lasts a lifetime!Get started now! Fill out the simple form below and one of our qualified advisors will contact you. *Please note: Services are currently offered in the states of Missouri, Alabama, Ohio, and Oregon Request Appointment Name Email Address Phone Question Thank you! Oops!