CONGRATULATIONS! YOUR NEW BUNDLE OF JOY COMES WITH A BIG BUNDLE OF QUESTIONS.
Welcome to the next, big chapter of your life. When adding a new member to your family, change and uncertainty are just part of the experience. You may be considering a new home for more living space, trading in the two-door coupe for a four-door sedan, or even how you plan on functioning day in and day out without any sleep?
While you’re managing all the lifestyle changes that children bring with them, it’s helpful to have someone to guide you on what needs to be updated financially. MBM’s primary purpose is to provide our clients
peace of mind, no matter the situation.
We work closely with new parents to show you how to update your estate plan, beneficiaries, budget, retirement savings, insurance, and college savings to accommodate an extra family member. We want you to enjoy every step without having to worry about yourself or your family’s future.
