Don’t let financial worries keep you up at night because we know the pitter-patter of little feet will.
As parents of young children, this is one of the most amazing times of your life -- and one of the most overwhelming as well! Your days are likely filled with worrying about with the right type of foods to feed your kid, when is the right time for potty training, should I join that Mandarin/Spanish playgroup and will I ever get a good night’s sleep ever again?
I know financial decisions may not be at the very top of your mind right now. But whether you are a stay-at-home mom, work full-time or are starting up that side hustle, you may want to consider how that adorable little one has changed your financial future. What will college tuition cost by the time your child graduates from high school? Is your life-insurance coverage still adequate? How will you balance your retirement-savings needs with your education-savings goals?
Join us for a [virtual] one-hour Financial Boot Camp for Parents where we will cover the impact children have on finances and how to plan for this life stage. We will offer practical tips on a budget exercise, income protection, essential documents to have in place, and investing and tax planning considerations for your family's future.
Chris Welton is a Wealth Management Advisor at Northwestern Mutual where he leads a team who work closely with their clients to implement a financial plan that integrates risk management, wealth management, tax-efficient strategies, and estate planning. Chris earned an undergraduate degree in Political Science, Magna Cum Laude from Amherst College in Massachusetts, an MBA from UCLA’s Anderson School of Management and holds both Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations. He and his wife Rosa are San Mateo residents, avid health nuts, love to cook, and are especially proud of all the vegetables they have grown in their garden during this pandemic!
Stephanie Chen is an Associate Wealth Management Advisor on Chris’ team whose main focus is on client education advocacy, customer success and relationship-building programs. Originally from Toronto, Canada, Stephanie graduated from the Ivey School of Business, Western University, and holds a Series 7 & 63. Stephanie lives with her husband, two kids and their dog on the Peninsula and can be found on the tennis court any time she is not driving the kids around to their myriad activities. Her dream is to attend all the Grand Slam events post-pandemic!
Learn more about Chris and his team at christopherwelton.nm.com