the Active Family

the Active Family


We help active families with busy lives to simplify their finances and bring financial confidence. Our process helps families identify and target goals and then manage their cashflows to meet those goals. We help take the burdon off of your busy life so you can do what's most important: protect and spend time with your family. Here are a few ways in which we help families:

-Cash flow management

-Financial coaching/education for children

-Strategic planning for obtaining financial independence for youth

-Prioritizing objectives and goals

-Insurance analysis