Nothing shapes one’s future as much as marriage. This is the perfect package for the just-married or the about-to-be-married and can even be given as a gift. We talk about finances, saving for the future and building and preserving wealth.
For those starting out we talk about finances which helps open the dialogue about near-term financial goals. We also discuss household budgeting, home buying and building an investment portfolio. For those already building and preserving wealth we take a look at long-term financial goals, conduct an investment strategy review and cover the important subject of estate planning.
Price Range: $400-$600