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.