Get clear
We map what is on your mind, what you have and what needs attention first.
Financial planning for young families
Money advice for the years that feel the fullest.
Flat-fee planning for parents of young children. Clear guidance for today, and a real path for tomorrow.
Every meeting is by video. We work with families in Nevada, California, Oregon, Idaho, Utah and Arizona.
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$1,200 to startFirst 90 days and your full written plan
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$200 a monthOngoing planning and support
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Evening video slotsTuesday and Wednesday, after bedtime
The work that matters now
The questions on your mind are the plan.
01 How much life insurance do we need?+02 College or retirement first?+03 Can one of us go part-time?+
See the questions parents bring to us →
Make room for what matters
A plan that reflects the life you actually have.
We start with the practical things: protecting your family, managing the trade-offs around work and childcare, and building a way forward that you can understand.
Then we stay close enough to adjust it as your family changes.
How video meetings work →From families we work with
The plan should make space to breathe.
“Every meeting happened after the kids were asleep, in sweatpants. Best money we have spent.”Alyssa and Ben T., Sparks
“She found the gap in our life insurance on the first call and had nothing to sell us.”Marcus D., Sacramento, California
“We moved from Reno to Boise and kept the same planner. Nothing changed but our address.”Jen W., Boise, Idaho
Comments from current clients. No one was paid or given anything for them, and they may not reflect the experience of other clients.
A relationship, not a one-time spreadsheet
Your first year, in four conversations.
See the plan
We build your written plan together and share it on screen as it takes shape.
Put it to work
We help you make decisions and coordinate the next steps at your pace.
Keep it current
Two regular meetings a year, plus a message any time life changes.
Start with a conversation
You do not have to have it all figured out first.
A free 20-minute call is a simple place to start. We will talk through what is on your mind and whether we are a fit.
Quillby Financial Planning, LLC is a registered investment adviser in Nevada, and advises clients only in states where it is registered or exempt from registration. Registration does not imply a certain level of skill or training.