New Family Finances Plan
This plan is perfect for couples who have recently had their first baby, have young children or are thinking about starting a family.
What You Get:
You get four meetings with Dave
and between-meeting work to create your:
- Customized RightCapital Retirement Plan to firmly answer the question, “Can we save for college and still do the things we want to do?”
- Comprehensive Financial Plan focused on your goals and encompassing all cash flow, tax, estate and insurance considerations.
- Prioritized action plan to keep you focused on the actions that will make the biggest impact on your personal finances with the least amount of effort on your part at this busy life stage.
Together We Will
Create multiple retirement plan scenarios that look at the impact of varying your age of retirement, spending in retirement and incorporating goals like buying a new, larger home for an expanding family, saving for college or family vacations.
Decide how you will approach helping your kids with college both philosophically and from a math standpoint.
Explore life insurance and estate planning considerations (trusts and wills) to ensure your spouse and kids are provided for should the need arise.
What It Costs:
$2,500 – $3,500
• Plan pricing is based on the complexity of your financial situation. Complexity increases with the addition of elements such as real estate investing or owning one or multiple businesses.
• Ongoing support to help you implement your plan is available beyond this four meeting package at a discounted hourly rate of $240/hour.
