25 2016

Financial Planning for Parents of Young Children

9:30AM - 11:00AM  

Jessica Cohen
FREE 5007 Providence Rd
Charlotte, NC 28226

Contact Jessica Cohen

We have developed a process to help parents protect their family financial by building a solid foundation.
Each family starts in Foundational Planning. We discuss the foloowing topics and more:

Life InsuranceDisability Income InsuranceMonthly Budgeting (Cash Flow Management)Emergency FundWills/TrustsProperty & Casuality Insurance Review