The fact is:
Ah, children! They bring light to a couple's life... Raising a family means taking on a lot of responsibility. You are committed to give love. You dream a joyful future for them. However, you need to think about protecting their financial futures as well. The decisions made today will have a huge impact in their future. That means more than ever, that clear communications, planning and knowledgeable support are paramount.
By helping you to have a clearer view of where your family is today and the next steps you need to take, your level of stress, anxiety and worry about the future goes down. This will make both parents more confident and in control of your loved ones' future. We have been helping new and experienced parents before and after having children by providing timely and constructive counsel and advice.
For example, do you have all your ducks lined in a row? How about checking Today's Parent Newborn Checklist?
What make us different?
We listen and we wait for our turn to speak.
We are committed to establishing a relationship based on keeping promises, respecting boundaries, communicating and understanding what you want to accomplish in life.
We design and implement financial plans that integrate cash flow and debt management, insurance and investment planning, as well as retirement and estate planning.
Moreover, we will create a financial plan that coordinates the work of financial, banking, insurance, investment, accounting and legal professionals.
Check the About Us page for more details.
Getting Started:
Contact Jose Cid at 604 229 2332 or fill the contact form below.