Download our Checklist: What Issues Should I Consider When Having (Or Adopting) A Child?

Beyond the joy brought to parents from having or adopting a child, this is a huge financial transition in your lives. There are a number of issues to consider including how the costs of caring for a child will impact both your short-term cash flow and your long-term saving and wealth-building objectives.

In this checklist, we cover a number of financial issues that your clients need to consider when having or adopting a child.

This is a comprehensive checklist of the types of issues that should be discussed surrounding the birth or adoption of a new child. You may not always be fully aware of all of the financial ramifications of this joyous addition to your lives. This checklist may help you to ensure you are equipped to deal with these issues, enabling you to enjoy your growing family to its fullest knowing all bases are covered.