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Gettin' Hitched

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. 

Client Centered

Services provided include:

  • New household review (merged benefits, merged assets)
  • Discussion of your financial priorities
  • Statement of assets and liabilities
  • Student loan and other debt review
  • Major purchase analysis
  • Employee benefit review
  • Emergency savings analysis
  • Income tax review
  • Income protection analysis
  • Survivor needs analysis
  • Action Checklist

Optional add-ons for this package include:

  • Detailed budget
  • Investment allocation plan
  • Education 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!

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