Do you have a family with kids? Then you may have a long list of additional expenses under your belt. And that list probably includes everything from child care to a mortgage to various debts. It’s expected for most families to have these expenses. But that doesn’t make it any less stressful to deal with.
Sara Zollo, a Sun Life Financial advisor, recalls two Clients – a young couple – who were definitely feeling overwhelmed with the state of their finances. They had two kids in daycare, lived on a month-to-month budget and were paying a lot in interest rates. They needed to free up their cash flow, but didn’t know how. Luckily, Zollo was able to offer a solution.
Here’s how Zollo worked with them to boost their net worth.