Personal Financial Counseling

This service empowers couples to remove obstacles that may be standing in the way of their financial goals.  Couples will participate in an in-depth probe into what is underlying their financial choices, circumstances, and challenges.  And they will gain the tools to set reasonable unified goals and experience harmony over money.

Couples will participate in two 50-minute financial counseling sessions as follows:

Session 1 is an interview to assess what is underlying their financial choices, circumstances, and challenges.

Session 2 includes recommendations, and guidance on setting specific unified goals.