Plan with Compassion and Clarity
Family dynamics are complex—and so are the financial decisions that come with them. From prenuptial design and education funding to eldercare, divorce, and special needs support, our family planning services offer thoughtful, personalized strategies that adapt to your evolving needs.
Your Custom Family Plan Will Include:​
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Prenuptial Design/Analysis
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Blending Household Financial Analysis
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Educational Funding Analysis
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529’s
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UTMA/UGMA
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FAFSA Prep
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Scholarship Search
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Divorce Analysis
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Preparation Strategy
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Financial Reporting
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Settlement Analysis
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Child Support Analysis
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Marital Support Analysis
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Eldercare Analysis
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Aging in Place Report
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Transitioning to Community Report
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Professional Care Team Analysis
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Family Communication Facilitation
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Create Written Action Plan
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Special Needs Care
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Family Attorney Coordination/ Report
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Special Needs Trust Design/Analysis
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ABLE Accounts
Your Family Plan, Designed for Life’s Realities
At First Choice Financial Planning, we offer personalized family planning designed to support life’s most meaningful transitions—whether you're preparing for marriage, navigating education costs, managing eldercare, or coordinating special needs support. We tailor every plan to reflect your family’s unique journey, offering thoughtful guidance through each transition.