Recently Married Couples
You are probably in your late 20’s or early 30’s. As you start your life journey together, you realize that you will be facing important financial decisions that will impact your lives for years to come. You want to make sure that you are working together as a team and that you are aligned when it comes to money.
Your Goals May Include:
Creating a shared financial purpose
Combining your finances
Financially preparing for a baby
Building a shared investment strategy
Planning for excess cash flow
Young Families With Children
You are probably in your 30’s or 40’s. At this life stage, balancing family time and your career can present some unique challenges. You are earning good money and have done a great job of saving, but you want to make sure that you are optimizing your finances to experience life with your family now while also planning for your financial future.
Your Goals May Include:
Experiencing life now while still saving for the future
Exploring when you can retire or make work optional
Protecting your family with life insurance and an estate plan
Optimizing income tax and investment strategies
Funding your children’s education