Marriage and Family Financial Planning / Newly Wed: Foundations Package
This stage of life typically involves witnessing asset growth and the necessity to merge two separate budgets. With the Newly Married plan package, we will emphasize to these clients the importance of living within their means while saving for the future. We will provide assistance in determining whether to maintain separate or joint accounts, evaluating the expenses associated with starting a family, and thoroughly discussing the assets and liabilities each individual brings into the marriage. Ideally, these conversations would have begun with an On Your Own plan package for each person, but new clients can also benefit from our services.
The Newly Married package
serves as a wonderful gift for engaged couples or newlyweds. Get in touch with us and inquire about offering a gift that will leave a lasting impression!
Included in the Newly Married package are the following components: an introductory face-to-face planning session, a tailored financial plan and checklist, and one year of ongoing follow-up services.
Foundations Package
$1500 annually or $130/month
(Initial 12-month commitment if paying monthly)
- Discussion of your financial priorities
- Debt review
- Employee benefits review
- Emergency savings review
- Major purchase review
- Income protection analysis
- Income tax review
- Student Loan Review
- Survivor Need Analysis
- Action checklist
Our team of experienced advisors will collaborate closely with clients, either in-person or over the phone, to craft a practical and tailored plan that aligns with their unique needs, lifestyle, and financial aspirations. This comprehensive plan will outline clear financial goals and provide recommended strategies to achieve them. Clients will receive a personal copy of the plan, allowing them to refer back to it as they progress towards their financial dreams. As fiduciaries, we prioritize transparency and are committed to acting in the best interest of our clients.
Whether you wish to purchase a plan for yourself or gift it to a family member or friend, we offer flexible options to accommodate your preferences.