Business Details
13 Years
experience
Family Financial Planning Made Simple
At Mom and Dad Money, we specialize in guiding new parents through the complexities of family financial planning. Founded in 2013 by Certified Financial Planner Matt Becker, our practice combines professional expertise with firsthand parental experience to simplify financial decision-making. We prioritize personalized strategies for budgeting, savings, insurance, and long-term investments, ensuring families achieve financial confidence.Our approach integrates modern technology with traditional planning to streamline implementation, backed by a commitment to transparency and client-centric service. With registrations in Florida, California, and New York, we serve clients nationwide, offering both free resources and tailored one-on-one consultations.
Services
Financial Planning
Budgeting
Savings
Insurance
Retirement Planning
Investments
Estate Planning
Debt Management
College Savings
Tax Strategies
Details
- Year established: 2013
Highlights and features
- We offer personalized financial planning tailored to new parents' needs.
- Our team includes a Certified Financial Planner with real-world experience.
- We provide step-by-step guidance through all major financial decisions.
- We combine expert advice with user-friendly technology for better results.
- We focus exclusively on helping families build secure financial futures.
Associations and certifications
- Certified Financial Planner
Services
Financial Planning
Our financial planning service creates customized roadmaps for families, addressing budgeting, debt, and long-term goals. We prioritize life insurance, college savings, and retirement strategies tailored to parental needs. With a focus on simplicity, we help clients build confidence through actionable, jargon-free advice.
Budgeting
We develop personalized budgeting frameworks to manage day-to-day expenses while preparing for future costs. Our approach balances immediate family needs with savings goals, ensuring financial stability. Tools and templates simplify tracking and adjusting spending habits effectively.
Retirement Planning
Retirement planning focuses on maximizing savings while balancing family priorities. We optimize investment strategies and tax-efficient accounts to grow wealth over time. Our guidance ensures parents prepare for their future without compromising current financial obligations.
Insurance
We assess insurance needs, including life and disability coverage, to protect families against unforeseen events. Our recommendations balance affordability with comprehensive protection, ensuring peace of mind. We simplify policy comparisons and selection processes for clarity.
College Savings
Our college savings plans integrate with overall financial goals, utilizing tax-advantaged accounts like 529 plans. We help families prioritize education funding alongside retirement and debt management. Strategies adapt to changing financial circumstances and educational costs.
People
Matt Becker
Founder
Certified Financial Planner with over a decade of experience, Matt founded Mom and Dad Money in 2013 after navigating parenthood's financial challenges. He specializes in helping new parents simplify complex financial decisions through personalized, jargon-free advice.
Questions
What services does Mom and Dad Money offer?
We provide financial planning for budgeting, insurance, retirement, college savings, and debt management, tailored to new parents' needs.
How can I start working with Mom and Dad Money?
Download our free Financial Road Map ebook or schedule a one-on-one consultation for personalized advice and implementation tools.
Are services available outside Florida?
Yes, we serve clients nationwide, with financial planning expertise registered in Florida, California, and New York.
What makes Mom and Dad Money unique?
Our focus on new parents combines Certified Financial Planning with real-world parental experience and tech-driven implementation tools for practical solutions.
