Gettin' Hitched Marriage is a wonderful season full of new experiences for the happy couple. This stage of life usually involves some asset growth and the need to merge two separate budgets. We will help with planning, whether to maintain separate or joint accounts, costs associated with having a family, and go over the assets and liabilities each person brings to the marriage.The Gettin' Hitched package includes an initial in-person planning meeting, a customized financial plan with tailored educational meetings to find the best approach for your financial goals, and one year of follow-up services. Services provided include:New household review (merged benefits, merged assets)Discussion of your financial prioritiesStatement of assets and liabilitiesStudent loan and other debt reviewMajor purchase analysisEmployee benefit reviewEmergency savings analysisIncome tax reviewIncome protection analysisSurvivor needs analysisAction ChecklistOptional add-ons for this package include:Detailed budgetInvestment allocation planEducation funding review (funding options, college expense report, gifting options)The Gettin' Hitched package makes a great gift for engaged couples or newlyweds. Contact us and ask about giving a gift that lasts a lifetime! Request Appointment Name Email Address Phone Question Thank you! Oops!