The Ultimate Financial Checklist When You Add
a New Child to the Family

Welcoming a new child into your family is an amazing time in life. Yet, it can be overwhelming with all the decisions and responsibilities that come with expanding your family. Setting your family up for financial security lets you focus on what is important.

A Doctor’s Financial Checklist Before Adding a Child to the Family  helps parents determine the necessary steps to take before and after the arrival or adoption of a new child.

Our checklist guides you through:

  • Setting up an accurate budget
  • Building an appropriate emergency fund
  • Considerations for healthcare, childcare, and maternity leave
  • Protecting your family through estate planning
  • Saving for future education costs
  • And so much more!

Download your free copy and be well on your way to financial wellness throughout parenthood and setting the stage for beyond.

Secure Your Family’s Future With Confidence