$99.00

We know you’re sleep-deprived, so we’re not going to make this more complicated than it has to be. This course is for new parents who want to create a DIY financial plan for their family.

They want to know: 1) What do I need to do? and 2) Where do I get it done?

This course is hosted by John Bodnar, CFP^®, CIMA^®, and the founder and CEO of Bodnar Financial Advisors. It covers the basics of financial planning for new parents, including:

• Insight from a Certified Financial Planner (CFP^®) professional with over 30 years of experience in the industry
• Easy-to-use household budget templates, net worth balance sheets, and other worksheets to get your finances organized
• “Plain English” explanations of concepts that can make or break your financial health
• A guide to the fundamentals of financial planning, including how to: calculate your net worth, make a budget, maximize your benefits, save for college, pay off debt, create an estate plan, and more!
• A “New Parent Action Checklist” to jump start your DIY financial plan

This course also covers new parent FAQ’s, including:

• Can we afford daycare?
• Should we rent or buy a home?
• Is it better to use extra income to pay off student loans, or contribute to our child’s college savings plan?
• Can we afford to be a single-income family?
• Wills, life insurance, estate planning. Are we doing enough to protect our family?
• Are we taking advantage of our employee retirement benefits?
• What is the best way to pay off our medical bills?
• Should we buy or lease a car?

It is never too late to start planning your financial future. Today is the day to take control of your money. Let’s get started!