Kaneisha Forrest | Financial Professional

As a Mom-Preneur, This Is the One Business Decision I Made for My Family My life is a masterclass in juggling. I’m the CEO of my household—the head of snack procurement, the head of logistics (aka soccer carpool), and the Chief Emotional Officer. I’m also the CEO of my own business, building a legacy for my family while navigating the wild ride of entrepreneurship. My to-do list is a force to be reckoned with. From client calls to packing lunches, from strategic planning to signing permission slips, I manage a million details. I’m in the business of mitigating risk, forecasting growth, and protecting my assets. And let me tell you, there is no greater asset, no more important legacy, than my family. For years, I saw other moms add “Get life insurance” to the bottom of their mental lists, right below “clean the garage.” They’d tell themselves they were too busy, it was too expensive, or it was too morbid to think about. And because I wear another hat—as a national life insurance broker—...

Life Happens—Planning Protects Every family has dreams. A first home. College for the kids. A comfortable retirement. But between daily expenses, unexpected emergencies, and life’s surprises, those dreams can easily get delayed or even derailedwithout a plan in place. That’s where a financial game plan comes in. Just like a coach develops a strategy to win the game, your financial plan is the strategy to win at life protecting your loved ones today and positioning your family for success tomorrow. 1. A Financial Game Plan Creates Clarity Most families have income, expenses, and maybe a few savings goals but no clear roadmap. Without direction, money tends to drift away to short-term wants instead of long-term priorities. A financial game plan organizes your finances by: Defining your short- and long-term goals Establishing an emergency fund Prioritizing debt reduction Building protection through insurance Creating a path for savings and investment growth With ...