Parents: Preparing For or Raising Children

Money Checklist Bundle for Parents

Being a parent is life-changing. Another addition to the family means more financial responsibilities. Use the Parents Bundle loaded with tools and resources to keep your money goals on track.

Get the freebie

Choosing a Guardian For Your Children Worksheet

This worksheet will help you determine who you should name as a guardian for your children.

Get started on your planning with this

FREE Checklist!

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Parents Bundle

Money checklists, tools, and resources to help parents make smart money decisions.

Get started planning now!

$19.00

Parents Bundle

What You Get!

The Parents Bundle includes checklists and money tools to help you enjoy LESS WORRY, MORE LIFE!

  • Autopilot Your Finances
  • Before and After Having a Child Checklist
  • Bill Paying Checklist
  • Digital and Online Accounts Sheet
  • Employment Benefits Summary
  • Estate Plan Outline
  • Estate Plan Location Sheet
  • Family Tree Worksheet
  • Financial Checkup Quiz
  • Financial Planning Calendar
  • Information About Your Home Checklist 
  • Insurance Summary
  • Life Insurance Needs Worksheet
  • My Net Worth Overview
  • New Parents Checklist
  • Ultimate Home Money Makeover Checklist

Start building better money habits and get financially organized with the Parents Bundle.

Get your Parents Bundle today!

$19.00

Get Started Now!

Yes, I want less money stress!

What stage of life can I help you with?

What others using these checklists have said:

Helps you organize your financial life…

“Great, simple to understand, concise and to the point. Helps you organize your financial life. A helpful resource for what lists you need to make.”

S. Bastura