Financial guidance for every stage of parenthood - from expecting your first child to an empty nest.
We help parents navigate the financial complexities of raising a family - with a financial plan that grows alongside your family.
DOES THIS SOUND FAMILIAR?
You’re doing everything - and still feel behind
You have so many competing financial priorities. Daycare, summer vacations, college savings, and your own retirement.
You know you should have a plan, but life keeps getting in the way. After working all day, making dinner, and getting the kids to bed, the last thing you want to think about is your finances.
You’re tired of feeling stressed and want greater clarity. You’re ready to take charge of your family’s finances.
the financial journey of a parent
Wherever you are - we’ve got you covered.
Every stage of parenthood brings new financial decisions. We built our practice around this journey.
-
For expecting parents and parents of children under age 5.
You are trying to navigate this new chapter in your life. Big financial decisions must be made regarding insurance, childcare, and budgeting… while running on minimal sleep.
-
Parents with children ages 5-12
Your income is growing, but so too is your financial complexity. How do we save for college and retirement? Am I missing anything on my taxes?
-
For parents of teenagers.
College is right around the corner and your once-distant retirement is now within your sights. You are also in your peak earning years, so taking advantage of every tax break is extremely important.
-
For parents of college-age children and empty nesters.
You have a plan for your kid’s college, so now retirement is your number one focus. You want to know that you aren’t going to run out of money. You’ve worked hard to save your nest egg, now it’s time to enjoy it!
how it works
Getting started is simpler than you think.
Three steps from first conversation to a plan built around your family’s life.
Family financial check-in
A relaxed 1-hour conversation to see if we’re the right fit.
No pressure, no commitment.
An honest talk about your family stands, and where you’d like to make improvements.
Become a client
When you’re ready to join, we make it official!
You’ll get set up with our firm’s technology, and see your family’s entire financial life in one place!
We’ll also walk you through what comes next.
Build Your Family Financial blueprint
A structured first wave of meetings where we get the full picture, find your focus, and start taking action, together.
Your family is on their way to a secure financial future!
I know what it feels like to feel overwhelmed with the financial decisions of raising a family.
Being a parent is the hardest, but most rewarding job that we’ll have in our lives. But, it doesn’t come without a barrage of additional financial decisions.
That’s why I started Pay It Forward Financial Planning. To create a firm that helped parents, just like you, tackle big financial decisions today, and make adjustments as your family grows.
Our focus is to help you use your money to support your values, and have the freedom and time to create memories with your family.
