I am... Getting married

Happy Marriages Have Happy Finances

I am ... Getting Married

You’re taking one of the biggest steps in life, yet finances are often not discussed enough before the big day. Money is one of the biggest sources of arguments in marriage. You can minimize the tension by getting on the same page before you get married. And if you’re getting re-married, you have even more reasons to make sure things are ironed out before the “I dos.”

Don’t ignore this pre-marriage counseling

Many couples meet with spiritual or family counselors before marriage, but few meet with a financial planner. It’s a missed opportunity to address a common marriage hot button: money.

Our team facilitates the discussions that are challenging to manage one-on-one. We’ll cover all of the short- and long-term considerations of marriage and money, including:

Planning for a wedding
Setting goals – from having kids/saving for college to vacations and career transitions
Budgeting and spending plans
Buying a home
The best insurance mixes for your lifestyle

As an objective third party, we ask the tough questions and encourage you to share your perceptions and expectations related to money. We help you build a clear plan, freeing you to focus on the many other aspects of bringing two lives together.

The Pascarella Five Pillar Perspective℠ on Wealth Management

Income, investments, and assets only provide a small portion of the information we need to successfully develop and implement your financial plan. Together, we will cover a range of subjects.

Financial
Planning

We start by developing an accurate picture of your financial life, learning your life goals and ambitions.

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Investment
Management

We use our decades of wealth management experience to provide objective opinions designed to help you pursue long-term investment results.

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Risk Management & Insurance

We develop strategies to help circumvent the effects of events that quickly evaporate wealth, from an unexpected death to debilitating illness.

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Tax
Planning

We review your tax situation and provide strategies, which can minimize liabilities and maximize opportunities.

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Estate Planning & Giving

As you accumulate and determine how to distribute your wealth, we help you decide what to spend and what to share.

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Let's Talk

Successful marriages have a strong foundation of open communication. Let’s set up a time to talk.

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COUPLE CONSIDERATIONS

Splurge on the honeymoon!

In the busyness of life, when else will you get that chance to escape and focus on each other? We encourage couples to use their honeymoon as a significant memory-making experience.

“They” don’t teach you about important things in school.

Many young couples don’t understand taxes, estate documents, disability insurance, and a host of other important aspects of finances. We teach you and give you resources.