Our Marriage-Centered Financial Planning Process is designed to help you and your spouse get on the same financial page and use your money to achieve your life goals.
Our first six months of working together are focused on bringing you and your spouse into financial alignment, defining what’s most important to you as a couple, and creating a plan to achieve your goals.
By the end of the first six months, you’ll have a crystal-clear financial plan in place, improved financial communication, and be on the same financial page.
Then, we transition into ongoing care to optimize your family’s financial strategy, track your progress and help you stay on track, and update your plan when (not if) things change.
This schedule can be customized based on your family’s specific needs.
My starting rate is $397 per month for couples who have under $500,000 in investments that they would like me to manage. More pricing information can be found at the bottom of the page.
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Here are just some of the subject areas we cover with our clients:
Our starting rate is $397 per month, which includes all of the meetings and services mentioned above. If you’re interested in our help managing your investments directly, we include management of up to $500,000 in this monthly subscription fee.
If your situation is especially complex, or if you’d like help managing over $500,000 in investments, we will provide you a customized quote during our free breakthrough session.
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Ready to reduce money stress and create a solid financial future for your family? Click the button below to schedule a free breakthrough session.
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