The decision to get married is filled with excitement, but sometimes anxiety as well. Especially when it comes to the money. We all approach a marriage with different money backgrounds or money values - and this can cause stress.
Our values-based financial planning process helps couples share their individual good and “bad” habits around money in a non-judgmental way and then develop healthy joint money values for their marriage. We help educate around topics such as savings, education, house purchases, spending and more. We won’t tell you what to do, but we’ll help facilitate conversations so that you create strategies and practical steps to work towards the goals that are most important to you.
If you or someone you know is thinking about getting married, let's talk. We're here to help.