Personal Financial Planning

This service provides couples with a sense of unified direction and control over their finances. They receive an assessment of their overall financial health, get a picture of where they are versus where they want to be, and gain the tools to choose the best financial options available to reach their goals. Then they are empowered to chart a successful path to the future together.

Couples will participate in two or three 50-75 minute financial planning sessions as follows:

Session 1 will be a “fact finder”, gathering necessary information for assessing their overall financial health.

Session 2 will be the presentation of a financial plan, complete with personal financial statements, and recommendations.

Session 3, when applicable, will address any specific financial goals that require in-depth analysis and explanation.