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.