My Pregnancy Guide My Preconception My Pregnancy My Motherhood Pregnancy Tools & Stuff Pregnancy Shopping  

Family Financial Planners Grand Junction CO

Local resource for family financial planners in Grand Junction. Includes detailed information on local businesses that provide access to financial expertise on money saving guidelines, household budget planning, wasteful spending elimination, daily expenditure control, retirement planning, prepaid tuition plans, higher education planning, and home equity loans, as well as advice and content on how to save money.

Daniel A. Funderburk, CFP®
(970) 245-3800
706 S 9th St
Grand Junction, CO
Firm
Legacy Wealth Management, LLC
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning, Insurance Planning, Retirement Planning

Data Provided By:
Mr. Mathew J. Higgins, CFP®
(970) 242-0027
619 Main St #180
Grand Junction, CO
Firm
Ameriprise Financial Services
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Elder Care, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided By:
Mrs. Candice R Walton, CFP®
(970) 243-9928
743 Horizon Court
Grand Junction, CO
Firm
Ameriprise

Data Provided By:
Mr. John T. Connolly, CFP®
(970) 241-4900
607 28 1/4 Rd Ste 201
Grand Junction, CO
Firm
Connolly Financial Group
Areas of Specialization
Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided By:
Dallas Grabow, CFP®
(970) 255-8240
2424 Highway 6 and 50 Ste 400
Grand Junction, CO
Firm
LPL Financial
Areas of Specialization
Employee and Employer Plan Benefits, Government and Military, Insurance Planning, Retirement Planning, Small Business Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000

Profession: Government Employees

Data Provided By:
Mr. Dennis M. Eichinger, CFP®
(970) 242-6446
225 N 5th St Ste 515
Grand Junction, CO
Firm
Eichinger Wealth Management Inc

Data Provided By:
Douglas May
244 North Seventh St., Suite B
Grand Junction, CO
Company
Title: Financial Advisor
Company: May Investments
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Education
Stanford University/Economics (1983)
Years Experience
Years Experience: 26
Service
Investment & Portfolio Management,Estate Tax Planning,Fee-Only Comprehensive Financial Planning,Retirement Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Wealth Management,Investment Consulting & Allocation Design,Retirement Income Distribution Planning

Data Provided By:
David B. Hutton, CFP®
(970) 255-9350
601 28 1/4 Rd Unit C
Grand Junction, CO
Firm
Edward Jones

Data Provided By:
Mr. Gerrit Van Dijk Jr., CFP®
(970) 242-1098
2754 Compass Dr Ste 309
Grand Junction, CO
Firm
Ameriprise Financial Services,

Data Provided By:
Justin T Reed, CFP®
(970) 243-4480
480 W Park Dr
Grand Junction, CO
Firm
Waddell & Reed
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Elder Care, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000



Data Provided By:
Data Provided By:

Financial Planning Before Pregnancy

Financial Planning Before Pregnancy

Making the decision to return to work or be a stay-at-home mom after your baby's birth is a difficult one. Also, determining what your insurance will cover, finding out about your company's maternity leave policy, and even budgeting for diapers and clothing can be stressful. The earlier you begin planning these things, however, the better it will be for you and your family. Here are some tips to get your finances in order before you get pregnant.

Your Family's Income

If you and your partner both work, your finances can take a hit if you plan on staying home with your baby after the birth. The first step is to talk with your partner, and write down all of your current income and expenses. Now, calculate how feasible it will be to cover these expenses with only one income, as well as the costs of raising a child. Try to set aside money each month to prepare for pregnancy and parenting.

Health Insurance And Pregnancy

It's essential that you look into your health insurance plan before you get pregnant. Some health insurance plans won't cover prenatal care and testing, while others will even pay for midwives or doulas if you choose. You need to be thorough what about emergency C-sections, or newborn care after the birth? If you don't check the policy carefully now, you may be faced with some unexpected and expensive surprises during your pregnancy.
If your current plan leaves a lot to be desired, you can switch health insurance coverage to a lower cost plan. Women who are already pregnant when they switch plans need to make sure that the insurance covers pre-existing conditions. For lower income families, there are community programs in place that will provide low-fee insurance coverage for mothers and newborns.
Don't forget about life and disability insurance planning. If something happens to you, you want your baby to be provided for. You may have life insurance or long-term disability insurance...

Click here to read the rest of this article from My Pregnancy Guide