Catherine CortelInsurance Broker & Financial Service Representative
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Planning
4 min read

A Practical Financial Planning Checklist for New Families

CC

Catherine Cortel

March 24, 2026

Becoming a parent changes everything, including how you manage money.

Start with these five priorities: emergency fund, basic life coverage, disability protection, debt plan, and automatic monthly savings.

Keep your plan simple and review it every year as your income and family responsibilities change.

Need help applying this to your situation?

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