Planning for Baby
Fee-Only Financial and Lifecycle Planning

You’ve purchased the crib...

You have formed a relationship with  an Obstetrician you trust...

You’ve got enough diapers to
last you a month...

Isn’t that enough?

A one-on-one financial planning session with Michelle Goldstein of Goldstein Financial Future will help you plan financially for the arrival of your baby by assessing:

·    Which estate planning documents^* you may want to execute before you go into the hospital (Power of Attorney, Medical Power of Attorney, HIPPA Letter, Living Will)

·    Whether or not you need to draft or update your Will^*

·    How much your family needs to set aside to cover medical and set-up costs before baby comes

·    Whether or not you need to purchase life insurance^** or update an existing policy

·    Your budget for life after baby, and

·    Savings tools for high school and college.

Cost:    $160 / hour

Contact:
     Michelle Goldstein, MBA (Finance)
     #6 Brigade Court
     Dallas, Texas  75225 
     214-695-9251
     goldsteinfuture@aol.com

Notes:

*  Michelle Goldstein is not an estate planning attorney and therefore cannot draft estate planning documents, but can help you assess which documents you need and explain the purpose of the documents listed above.  She will refer you to an estate planning attorney for document execution.

** Michelle Goldstein does not sell financial products, which makes her an unbiased source for determining if you need an insurance policy and what amount.

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