New Baby Financial Checklist

BridgePoint Group LLC - New Baby Financial Checklist
BridgePoint Group LLC

New Baby Financial Checklist

Protect, Prepare, and Plan for Your Growing Family

New Baby Checklist

□ Choose a pediatrician or primary doctor before delivery.
□ Add your baby to health insurance within the required timeframe.
□ Review maternity leave and workplace benefits.
□ Create or update your emergency fund.
□ Review life insurance coverage for both parents.
□ Consider a policy with living benefits.
□ Start a college savings strategy such as a 529 Plan or UGMA/UTMA account.
□ Review mortgage protection and income replacement needs.
□ Update beneficiaries and guardianship plans.
□ Plan for daycare, childcare, and healthcare expenses.
While we pray nothing happens to our children and they are born healthy, we do not have control over unexpected diagnoses, illnesses, or emergencies. Preparing financially can help reduce stress during difficult moments.

Family Planning Calculator

10x Income Starting Point
Estimated First-Year Baby Costs
Future Family Goal Estimate
Estimated Additional Protection Need
Simone McFarlane-Tucker
+1 877-882-5379
[email protected]
www.bridgepointgroupllc.com/home

How We Do

Let’s Build a Plan That Works for You

Protection. Preparation. Positioning. That’s the BridgePoint way.

Education First

We believe informed clients make better decisions.

Relationship-Based

We build trust through transparency and consistency.

Long-Term Partnership

We focus on lasting strategies, not quick fixes.

Client Stories

REAL STORIES FROM OUR CUSTOMERS

★ ★ ★ ★ ★

“Working with Simone gave me clarity and confidence. She took the time to explain my life insurance options in a way that actually made sense and helped me choose coverage that fits my family’s needs—not just today, but long term. I never felt rushed or pressured, just supported. I now have peace of mind knowing my family is protected.”

Rashawn W
Rashawn W
Independent Mary Kay Rep
★ ★ ★ ★ ★

“Working with Simone gave me clarity and confidence. She took the time to explain my life insurance options in a way that actually made sense and helped me choose coverage that fits my family’s needs—not just today, but long term. I never felt rushed or pressured, just supported. I now have peace of mind knowing my family is protected.”

Vanessa V.
Vanessa V.
Healthcare Worker
★ ★ ★ ★ ★

“I appreciated how transparent and thorough Simone was throughout the entire process. She broke down complex information, helped me understand my options, and made sure I felt confident in my decisions. I now feel more secure about my financial future and grateful to have someone I trust in my corner.”

Katrina B.
Katrina B.
Co-Founder - Jamaican Jerk Kitchen

We believe financial security is not a luxury—it’s a necessity. Our mission is to make it accessible, understandable, and achievable for every family we serve.

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