Everyone told me that having a child changes everything - and they were absolutely right. I immediately felt a strong sense of responsibility to protect my growing family and provide them with a healthy and happy life. As we began to settle into our new family routine, I knew there were a few key financial planning items I wanted to take care of to help provide security for my family’s future. I was happy to put what I’ve learned as a financial planner to use and take the important next steps in my family’s own financial plan.

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