top of page
iStock-692208228.jpg

Planning Together  

Empowering you with the knowledge, support, and clarity you need to make informed financial decisions for the next chapter of your life. 

​

Couples Financial Planning

Empowering you with the knowledge, support, and clarity you need to make informed financial decisions for a successful future as a couple.

As individuals, we all have our own personal relationship with money. We can be spenders,  savers, or  everything in between.  When couples choose to combine their finances, this can cause tension or conflict, especially when goals and money habits are not aligned.

 

MOST couples can benefit from more clarity concerning their financial future. An open and honest discussion about financial planning and goals can avoid miscommunication leading to separation and divorce.

 

Whether you are in a brand new relationship, or you’d simply like some advice to get back on track, I offer personally tailored financial services to suit every couple. 

New Couples

Are you planning to move in and/or getting married, but need some advice on how to plan your financial future together? I’ll help you:

  • Get on the same page.

  • Understand each other's money personality.

  • Find common ground

  • Build a financial plan for a future that lasts.

Remarrying

Remarrying? Considering a prenup? Or maybe you’d just like financial advice to make smart decisions for your new marriage. I can help you:

  • Align your vision and goals.

  • Combine your financial power.

  • Clarify insurance and taxes.

Couples Refresh

Constantly arguing over finances or struggling financially? All it may take to prevent a breakup is some education. I will help you:

  • Understand your financial situation.

  • Understand each other.

  • Determine a budget.

  • Develop better spending habits.

  • Clarify financial products.

  • Solidify your financial future.

Are you ready to plan your future together?

Contact me to learn more

bottom of page