My family is growing. What do I need to do to help plan for our future?
Who does this apply to?
- Age 30 to 44
- Starting to be established in career
- Recently married/common-law relationship
- May have children
- Recently purchased first home
What are the 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?”
- Critical Illness
- Premature Death
- Make a will