PLAN FOR A SUCCESSFUL
FINANCIAL FUTURE - TOGETHER.
How we work together
One-time Plan
Ideal for:
• engaged couples
• newlyweds
• couples considering a prenup
$2,400 flat fee
Financial plan for joint and individual goals
Plan to merge finances
Health plan comparison
First joint tax return plan
- 3 sessions:
- Initial plan – 90 min
- Focus session – 60 min
Final plan – 30 min
12 month access to the planning portal with trackable recommendations.
Add-on Services
$200 EACH
60 minute sessions to focus on a specific topic area.
Topic choices include:
Prenups 101
Merging finances
“No decision” money discussion
Investing 101
One session is included in the one-time financial planning package. Additional sessions beyond that are $200 each.
If you aren’t sure which topic you want to pick yet, I can recommend one based on an area of need following our initial financial planning session.
$600 FLAT FEE
Have your financial schedules prepared for you. These are required for your prenup disclosures.
Attorney search help.
Coordination with attorney(s).
- Revisions as-needed.
Ongoing Planning
Ideal for:
• couples with separate assets
• stock compensation
• trust income
$4,000 per year
Get an organized long-term plan in place.
Keep savings on track.
Tax, insurance, and estate planning.
Coordination with your CPA, Attorney, and HR rep.
Ongoing help with financial decisions as they come up.
Unlimited meetings for education, budget reviews, and “no decision” money discussions.
Prenup prep service is included, if applicable.
Typical meeting frequency: 3-6x per year + email coordination.
Investment Management
Ideal for:
• working parents
• busy professionals
• delegators
$4,000-$20,000 per year*
👈 All Ongoing Planning Services
+
👇 Investment Management
We’ll invest in a diversified portfolio fit for your risk tolerance and goals.
Primarily low cost passive index funds.
Tax loss harvesting, if appropriate.
No stock picking. No market timing strategies.
Investment Management Fees | |
|---|---|
<$400,000 | $4,000 |
$400,000 – $2 Million | 1% |
$2 Million + | $20,000 |
Prenups aren’t just for divorce
If you have prenuptial agreement, it is an important component of the financial planning process from the day it is first drafted. If you don’t have one, that is relevant to your financial plan as well.
I specialize in financial planning for couples with
- Prenuptial agreements
- Postnuptial agreements
- Prior marriages
- Blended families
- Other separate financial interests
It might sound surprising but this is most married
couples. If you don’t have a prenuptial agreement,
your marital and separate property is defined
by your state. Whichever situation applies to you, let’s
make sure you’re planning appropriately.
HEALTHY RELATIONSHIPS INCLUDE UNCOMFORTABLE CONVERSATIONS
Couples’ financial interests aren’t always perfectly aligned. That’s OK. Let’s talk openly about setting your partnership up for success.
Most financial planning training assumes couples will come to us with the same financial goals and that prenups only become relevant upon a divorce, but that isn’t reality.
Prenuptial agreements are great ways to be completely transparent about finances before marriage. They can also be used to plan for how you’ll manage finances during marriage and what will happen to your assets when a spouse dies.
You don't have to choose
between planning for your shared future vision and having your own financial goals.