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Marriage, Home, Baby -- Maybe?


In order to help manage some of the fear and anxiety that comes out of the financial demands of your "firsts", we can help you define your priorities.  Then we can apply effective financial planning techniques to enhance your enjoyment at these times in your life.

Here are a few of many ways we can help:

Creating and managing a household budget.

Starting a college funding plan for a newborn.

Maximizing your employment benefits.

The Richest Man in Babylon

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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Saving for College

Saving for College

This calculator can help you estimate how much you should be saving for college.
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