Starter Family

There are two things we commonly hear from new parents: 

1. We don't feel heard (by the industry); and
2. There is too much noise to sift through to figure out what we need. 

As a family company, we understand. That's a big part of why our process is simple and, in most cases, led by you. 

When you meet with our team, we'll help you: 

• Adjust your budget to reflect the realities of parenting,
• Talk through short, mid and long-term priorities,
• Avoid common new parent financial mistakes,
• Maximize incoming child benefits; and
• Secure necessary protection.

Our goal is to build a fluid plan that not only gets you the products you need, but helps increase your confidence in your ability to navigate today while preparing for tomorrow.