Build stability. create memories. pay it forward.
Financial planning and tax guidance for parents navigating life’s busiest years.
helping parents in their 30s and 40s use money to support their future while maximizing life today.
our clients
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first-time parents
You recently became a parent, and are having to make financial decisions while exhausted!
You are trying to budget for daycare costs, adjusting employer-provided benefits, and wondering if now is the time to purchase life insurance.
I help you make sure that you can navigate these new expenses, benefits decisions, and long-term planning without feeling overwhelmed.
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Parents with young kids
You have a well-paying job, but it doesn’t necessarily feel that way. Your finances are being pulled in all different directions, and there’s hardly enough time to look at everything.
Taxes are becoming more difficult to handle. Balancing retirement and college savings with activities, camps, and every other cost is proving difficult.
I help you balance taxes, saving, and long-term goals so your on track for an ideal retirement.
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parents of teenagers
Becoming an empty-nester is in the not-so-distant future.
Your retirement and upcoming college expenses are rapidly approaching. On top of that, your auto insurance is about to jump, and the costs of sports aren’t decreasing.
I help you prepare for retirement and college during these critical years, while also finding ways to use money to create memories as a family.
Becoming a client of pay it forward financial planning
1) The Explore Meeting
This meeting is all about you! We’ll discuss where you are and where you want to go. At the end of our one-hour meeting we will talk next steps and how you can become a client!
2) Let’s get started!
We will celebrate you becoming the next client of Pay It Forward Financial Planning!
We will also get you setup with our firm’s software and begin to transfer your investment accounts.
3) Kickoff Meeting
We start by crafting your own Statement of Financial Purpose, which will act as our compass when making future financial decisions.
Your purpose brings meaning to your financials.
4) Initial Planning
This is a series of 30-minute meetings where we review all components of your personal finances.
Our structured onboarding is designed to be thorough without being overwhelming.
5) Review and take action
This last stage is where we will have a comprehensive snapshot of your finances.
We’ll create a roadmap to address your most pressing painpoints and goals.
why pay it forward?
As a parent, you are constantly sacrificing now for the future benefit of your kids. You are modeling values, investing in your family, and ultimately using your resources to leave things better for your family.
At its core, Pay It Forward Financial Planning is built on the belief that money is a tool, not an end in itself. Your money can be used to support your values, care for the people you love, and leave things better than you found them.
Build Stability. Create Memories. Pay It Forward.
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