Diapers to Diplomas: A Family Money Checkup

Raising kids, growing a career and keeping up with daily life leaves little time to step back and plan. Most young families know they “should” be doing more with their money but aren’t sure where to start or what comes first.

That’s what the Diapers to Diplomas: A Family Money Checkup is for. In one 45-minute conversation, we’ll look at your whole financial picture together:

• Save: cash flow, emergency fund and which debt to pay off first
• Grow: making the most of your 401(k) and choosing between Roth and traditional
• Educate: college savings options and how much to aim for
• Protect: checking whether your family is covered if the unexpected happens
• Pass On: making sure your will, guardianship and beneficiaries are in place

You’ll walk away with a simple written plan showing your next three moves, in priority order. No jargon, no pressure and no obligation.

Available in person at our Sandy Springs office or virtually.

Offer: Complimentary for GPC members and their spouses.