Wedding season is one of my favorite times of year. Seasons change, and lives change. I meet with many couples and help them plan a fruitful future together. I offer premarital planning to couples ready and willing to take charge of their lives after the big day. In 2018, premarital planning has become more important than ever. Dynamics within careers, family life, and relationships have shifted quite a bit since our parents got married. Proper planning can avoid confusion and unnecessary arguments with your husband or wife to be!
Here’s how I help prep dynamic duos to be a happy and successful power couple:
- Schedule a Free Consultation
First, I get to know each and every couple I work with. Trust is the most important step we take in order to efficiently and effectively work together. It’s important to ensure clients understand my approach and make sure it’s a good fit for them. All couples are unique. With different histories, careers, and goals, I document all details that can inform a specific financial plan fit for two to navigate a happy future.
- Build a Budget
Weddings are a monumental moment in life for all families, and I want every couple to celebrate the big day to their fullest potential! With that said, wedding planning can quickly become stressful for many, but it doesn’t have to be. I take a heavy burden off your shoulders by reviewing your assets to present an accurate budget to invest in a wedding without excess spending. Worry-free weddings are the best weddings!
- Post-marriage Counsel
So, what’s next? We build. You’re now taking on the world together as a team. His/her debt is your debt, and vice-versa. Debt management and investments can be stressful for busy couples with a lot on their plates. Countless couples come to me with different investment plans but don’t know how to put them into action. Whether it’s buying a house, purchasing a vehicle, saving for retirement, or starting a family, we discuss options to draft a timeline and list of tangible goals you both agree on—no exceptions. I’m here to help propel your growing family into a happy, healthy, and harmonious future.
These three pillars anchor my premarital planning program, but there are also many other steps we take in each session that vary for each couple. All couples will inevitably face various obstacles, and preparation is the best tool we have to get over any hurdle life has in store. In my marriage, my husband is my partner, teammate, and best friend. He has been a guiding light that inspires me every day to answer my calling and help other happy couples thrive. After years of experience, I am confident that the keys to a happy marriage are rooted in family, faith, and finance. Contact me today to schedule a consultation!