(250) 752-4712

stan@moneymanfinancial.com

GROWING FAMILIES

MY FAMILY IS GROWING. WHAT DO I NEED TO DO?

Growing Families

Who

Priorities

Who

Age 30 to 44
Starting to be established in career
Recently married/common-law relationship
May have children
Recently purchased first home

Priorities

Paying off mortgage
Establish an emergency fund
Staying on budget
Make a spending plan-short, medium and long term
Saving for childrens’ education
Saving for retirement
Taking care of the “What-ifs?”
- Disability
- Critical illness
- Premature death
Make a will