Financial Planning for Family 

You’re at that point where you’re inspired to invest for the future for two reasons: establishing your own family, while also honoring your parents by giving back to them. You now belong to the so-called “Sandwich Generation,” and are in a life stage where you’re driven to succeed to support the needs of those who depend on you.

As you provide for two generations, looking after your health and wealth should be your priority. Thus, even with an established portfolio, you seize chances to make your money work even harder through diversification, and discipline, and consistency.

Goals & characteristics

• Puts family above all
• Is preparing to fund a child’s education, house purchase, or a family vacation
• Must provide for the present while covering for the future
• Is becoming more conscious about staying healthy, fit and injury-free
• Needs to get life insurance and an investment portfolio

Learn more about the other life stages