Marriage Finance Planning, Family Financial Planning & Child Financial Planning
This stage of life usually involves some asset growth and the need to merge two separate budgets. With the Tying the Knot plan package, we’ll remind these clients of the importance of living within their means as they save for the future. We’ll help with planning whether to maintain separate or joint accounts, costs associated with having a family, and we’ll go over the assets and liabilities each person brings to the marriage. Ideally we would have started these conversations with an On Your Own plan package for each person, but new clients will benefit too.
The Tying the Knot package makes a great gift for engaged couples or newlyweds. Contact us and ask about giving a gift that lasts a lifetime!
The Tying the Knot package includes an initial in-person planning meeting, a customized financial plan and checklist, and one year of follow-up services.
Package Fee: $750
Services provided include:
- New household review (merged benefits, merged assets)
- Discussion of your financial priorities
- Statement of assets and liabilities
- Debt review
- Employee benefits review
- Emergency savings review
- Major purchase review
- Income protection analysis
- Survivor needs analysis
- Income tax review
- Action checklist
Optional add-ons for this package include:
- Detailed budget: $250
- Student loan review: $250
- Investment allocation plan: $300
- Education funding review (funding options, college expense report, gifting options): $300
One of our highly qualified advisors will work closely with the client in-person or over the phone to develop a plan that is realistic, fits your needs and lifestyle, and clearly lays out your financial goals and recommended courses of action to meet them. The plan is yours to take with you and reference as needed as you work toward your financial dreams. As a fiduciary, we ensure complete transparency and hold the responsibility to always act in the client’s best interest.
Purchase a plan for yourself, or buy for a family member or friend.
I'd like to purchase the "Tying the Knot" package!
Fill out the form below or email firstname.lastname@example.org and one of our qualified advisors will contact you to get started!