Not sure where to start?

If not, Prospera provides practical financial guidance so you can start financially planning for your children’s future

Money management and personal finances can be complicated as it is. Parenting with young children means even more questions, challenges and overall uncertainty about your budget and finances.

Our team is here to help! We’ll sit down with you and your family to help you achieve your savings goals and plan for the future. We offer help with budgeting, setting achievable goals, paying off debt, loan advice and even more.

Plan for your future. Contact Prospera today.


Saving for their future and your future

When you’re parenting younger children, you likely have questions about money management for both the present and the future. Questions like when to start a college fund.

Use these free resources to relieve that financial pressure 

The Monthly Budget Planning Template

  • All income from one or both of you
  • General family expenses by category
  • Debt payments—credit cards, loans, etc.
  • Home mortgage or rent payments

That will give us a clear picture of your total situation, including the financial impact of any new family members.

Understand your total financial situation

Family Financial Planning

Let’s face it—you hit the family reset button when each child arrives!

  • Will current income be enough?
  • Do I need a loan for the transition?
  • When should I open a child’s savings account?
  • How do I budget for get-away date nights with my spouse or friends?

Developing a revised financial plan that reflects the family addition will provide a blueprint for smart financial decisions.

Develop your family’s financial plan

Saving for You and Your Young Children

Planning for your future and that of your kids is important, but so is enjoying your lives together as a family. Our financial review will uncover great ways of saving money—for your retirement and your children’s future.

  • How much can I save for retirement?
  • Is a bigger house or college savings plan more important?
  • How do we budget vacations?

There’s a lot to think about, but we can provide an independent voice on how best to juggle finances to optimize living today and all those tomorrows, too!

Contact us to plan for your children’s future

 

“Being first-time parents has its challenges and can be very scary at first. One of the things we want to do is open an account for our young daughter so we can save for her future. The guidance provided by the LIFEstage program has been, and will be, very helpful to make sure we are financially caring for her the best way.

“It’s very comforting to know that Prospera already provides guidance to help parents make the best decision for their child’s future. It’s one less thing to stress about when you know that service is there for you.”

Erin Klundt - Neenah, WI