Planning for significant life transitions is central to financial planning. As recent first-time parents, we can say with confidence that there may be no greater transition in life than starting a family.
Getting to where you want to go will depend on the choices you make today. While we know you are likely doing what you can now to save, you have many priorities competing for your money. Taking the appropriate steps now may help set you up for a better financial situation later.
Of all of the stages in life, this one uniquely belongs to you. Now it’s your time to shine, refine and align your vision so you can feel good about retiring.
Although 2020 brought along many challenges, we encountered lasting lessons that may help provide a roadmap for the future, and many of these insights came from new financial realities.
