Thinking about having kids—or already chasing a few around the living room—can turn your whole financial world upside down. Suddenly, every decision feels higher-stakes:

• Do we need a bigger house?

• Can we afford daycare and save for retirement?

• What if we just throw all our money into a college fund and hope for the best?

 

Most financial advisors hear “kids” and immediately toss a 529 brochure your way. Boom. College planning. Handled.

 

Except… it’s not.

 

Because if you’re anything like the parents I work with—or like me, a father of four elementary-aged boys—you know the real financial pressure starts long before college.

 

You’re juggling the cost of strollers, school supplies, and sleep training books you barely have time to read. You're juggling the cost of strollers, school supplies, and birthday parties that your children might not even remember. Can our budget handle a bigger car, a family trip, or maybe even just a date night that doesn’t involve a drive-thru.

 

Meanwhile, your financial advisor is still talking about tuition in 2043.

 

Here’s the thing: I get it, because I live it.

 

I’m not going to just hand you a checklist. I’m going to sit in the complexity with you—granola bar wrappers and all—and help you sort through the real trade-offs you’re facing today.

• Should you move or stay put?

• Is private school worth it?

• What if you want another kid, but your budget says no?

• How do you build a joyful childhood for your kids and a secure future for yourself?

 

We’ll figure it out together. Not hypothetically. Not someday. Now.

 

This isn’t theory for me—it’s Tuesday. I’m a financial planner who doesn’t just talk about family planning. I do family planning—with real kids, real trade-offs, and real-life budget messiness.

 

I’ll bring you the financial expertise you need and the life experience that makes it make sense. I’m here to help you ask the big questions, weigh your options without judgment, and create a plan that works not just on paper—but in your actual life

 

If you’re looking for someone who knows the rules but also understands the chaos, I’m your guy. Let’s talk about your goals, your worries, and your vision for the kind of life you want to build. Click below to schedule a call. You don’t need to have it all figured out. You just need a guide who’s been there—and still is.