Children

You are about to have your first child. No doubt it is an emotional time bringing new responsibilities to a couple's young lives together.

Already having Transitions Wealth Strategies working with you on your Financial Plan will simplify all of the decisions that must be looked after at this joyous time in life.

What strategic changes does having children bring to your life?

Issues to be accommodated include...

• Wills and Powers of Attorney
• Guardians
• Life Insurance to protect your loved ones
• Disability insurance to protect your loved ones
• Using Registered Education Savings Plans
• Utilizing Government Support Programs
• Taking advantage of tax credits
• Planning for the loss of one salary
• Cash Flow planning; debt management

At Transitions Wealth Strategies, we integrate the changes to into your Life Plan necessitated by the decision to have children. We act as your personal guide and mentor to ensure that this change in your life is accommodated while ensuring your financial and life security.

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