Growing Families

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 mortgages
  • Establish an emergency fund
  • Staying on Budget (Download our app!)
  • Make a spending plan-short, medium and long term
  • Saving for children’s education
  • Saving for retirement
  • Taking care of the “What-ifs?”
    • Disability
    • Critical Illness
    • Premature Death
  • Make a will

Useful Articles for Growing Families