Information Tailored to Expecting Parents
I have developed a mix of resources that allow you to learn in the way that you prefer, based on your time and budget. If there were ever a time the phrase “you don’t know what you don’t know” applies, it’s to first time parents! If you’re pregnant with your 2nd or plus, I still guarantee I can make this journey easier than the first.
You can choose free and low-cost resources to get high-impact guides for your journey.
Choose my group courses if you want the ultimate roadmap for your journey to save yourself worry, confusion, and hard and expensive lessons. Please note the group course offerings do change based on the time of year, with the goal of only providing timely information to soon-to-be parents.
Choose my 1:1 consultation package if you want a customized financial plan for your insurance, benefits, and parental leave. I won’t leave any stones unturned to make sure you fully maximize everything available.
Start on Your Own
It’s vital to do a side-by-side comparison of insurance coverage & costs. However, most people get overwhelmed by this, so I’m offering this worksheet I personally developed completely free. Use it during Open Enrollment or any life event that allows you to choose/change insurance plans.
Use this checklist as a high-level roadmap to guide you while preparing before you get pregnant. It will show you the major areas of consideration around medial insurance, benefits, and planning a parental leave from work. I personally developed this based on my 10+ years of experience in HR and my firsthand knowledge from becoming a mother.
This 30-minute on-demand recording will give you more detail about each item on my Insurance, Benefits & Leave Prep Checklist. If you are pregnant with your first child, I highly recommend starting here. You’ll feel like I’m in the room with you answering questions. Checklist included free!
Learn Together
You won’t find this value anywhere else. New parents don’t know what they don’t know and this will save you an incredible amount of time and money. I will review your company handbook, benefit documents, talk with you about goals for your family, answer general HR questions, and create a financial plan for your family building journey to ensure you use all medical insurance, benefits, and parental leave options. You’ll get 3, 1-hour sessions plus Q&A for 3 months. I’m so confident this will pay for itself, I offer a money back guarentee.
Once a child is added to the family, every parent becomes a frequent user of insurance. Prenatal care, birth, injuries, and illnesses are all in the future. I want to save you two of your most valuable resources - time and money - by teaching you how to compare insurance options, understand your coverage, and maximize everything available.
Let's talk about all the other things that stack or integrate with your health insurance. Disability, hospital, accident, tax-advantage savings accounts like FSA's, HSA's, HRA's, and how to pay for childcare with a specific type of FSA. There's a lot to cover in this one!
Parental leave isn’t just about taking time off work. It’s about planning for a big financial impact to your family, understanding various laws to advocate for yourself, and creating a financial plan when you won’t be receiving your full income. I want you to confidently navigate all of this to have the best parental leave possible. I review federal and California state laws.
