WORKING FAMILIES

A Comprehensive Approach

Between school drop-offs, meetings, project deadlines and managing a household there is little time available for planning and managing your finances. Let us help by coordinating a plan to make the best financial decisions for you and your family.

Teenagers in Library

INCOME & DEBT

Do both of us need to keep working? How can we live on one income?
How much can we afford to spend on a new home?

Image by Jessica Rockowitz

EDUCATION FUNDING

What is the best strategy to pay for day care?
How much should we be saving for our children’s education?
Can we afford to send our children to private high school?
What is the best age to start teaching our kids about money?

INSURANCE & SUPERANNUATION

How do we minimize our income taxes?
What is the best way to maximize the benefits we get through work?
How much life insurance do we need?
What amount should we be saving for retirement?

Credit Card

ESTATE & ASSET PLANNING

Do we need a will or other estate planning documents?
What happens if we split up and get divorced?

Space Planning