Your situation: we start with your child's age and what matters most to you right now
Plain language: no jargon, no complicated terms, just a clear conversation
A clear next step: you will leave knowing exactly what this looks like for your family
Your goals, whether that is college funding, long term family planning, or building something flexible for your child
What starting now looks like versus waiting and why timing matters more than amount
How the Million Dollar Baby Plan works in plain language
Whether this is a good fit for your family and what the next step looks like if it is
If you know your child's age and have a general sense of what you want for their future, that is more than enough.
If you want to be extra prepared, bring any of these (rough estimates are fine):
What you’re currently doing (savings / 529 / investments / nothing yet)
A comfortable monthly range you’d be okay starting with
Your #1 question from the webinar
You are a parent who wants to build something real for your child's future
You are a grandparent who wants to leave a lasting legacy
You want to make this decision together and your partner is welcome to join the Zoom
No. It is a straight conversation to help you understand what is possible. If the plan is a good fit we will tell you. If it is not we will tell you that too.
Absolutely. If you want to do this for a grandchild we will tailor the conversation around that.
Nothing at all. Just show up with any questions you have.
That is completely fine. Our only goal is to help you find the right path for your family. If this is not it we will point you in the right direction.
Use the chat widget. Send your question and we’ll help you decide the smartest next step.

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