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For Parents and Families

My heart is to help parents navigate the financially chaotic, beautiful season of raising kids—staying present to the moment while still preparing wisely for life after kids.

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Many parents delay getting financial advice because they feel like they’re “just saving.” And many advisors overlook families in this stage. But this season matters—deeply.

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Here’s why working with a pro makes a real difference:

  • Small decisions now multiply into big impact over 30–40 years.

  • Most parents feel unsure how to balance saving for college, retirement, and everyday life.

  • Financial stress is one of the biggest strains on a marriage—good planning brings peace.

 

I meet families right in this season of fullness and busyness. Together, we talk through the things that actually shape your life—career shifts, college funding, retirement savings, staying home with kids, private school decisions, mortgages, cars, insurance… all through the lens of living faithfully and intentionally.

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I also love equipping parents with resources that help raise grateful, grounded kids—books, tools, and practices that strengthen your family’s stewardship story. These years go fast, and they matter.

 

Typically, we meet twice a year—once for a full review, and once for a check-in on life and upcoming decisions. And I’m available throughout the year when questions come up.

 

Want to discuss further?  Email me at Doug@RichRoadFinancial.com 

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