top of page

My Story

I am 

and have


who are

I feel 

financially prepared for parenthood and am

about paying for my children's education expenses.

When my children are adults, I

helping them out financially,

such as paying for some expenses, contributing to rent or mortgage, or helping fund my grandchildren's education.

I am currently


I am 

and expect to retire at age

. I feel

prepared for retirement.

At this point in my life, my financial priorities and focus include


caregiving help and support for an older family member

and anticipate

When considering my legacy and life priorities, it is very important to me to 

bottom of page