Newlyweds - Milestone Planning

Combine Your Souls and Finances

It's essential for couples to be on the same page financially with their spouse. It requires careful planning and who better to help formulate your plan than a PRO.

Detailed Budget

We work with you to form a sustainable budget personalized to both of you and your new financial needs

Action Checklist

Upon completion you'll have a checklist of actionable goals to carry out your plan

Income Protection Analysis

An insurance recommendation to protect your most important wealth building assets

Emergency Savings Review

After careful review we make a recommendation on the necessary size of your emergency fund

Discussion of Financial Priorities

Aligning your short term actions with your long term goals

Debt Review

Offer Strategic recommendation to most effectively manage your debts

Major Purchase Review & Recommendations

We offer review and recommendations on anything that can't be written out of your checking account

Employee Benefits Review

Understanding the benefit options available and their affects on your big picture

Healthcare Review

Review health benefits including individual and group to offer the best recommendation for your needs and budget

Income Tax Review

A review of where your money goes, it's tax implications, how your marriage affects it, and how to optimize. 

Statement of Assets & Liabilities

Know exactly where you stand after merging finances so you can track it throughout your lifetimes 

Survivor Needs Analysis

A great plan will take care of your loved ones for their entire lives, should you pass away unexpectedly 

Investment Allocation Plan

A structured and diversified portfolio is necessary to a complete plan

Student Loan Review

We take an individualized approach to handling student loans

Household review

Helping you with the questions of buying vs renting, 15 vs 30 year mortgage, and determining your housing budget

It's important for the bride and groom to have a plan.