PLAN FOR A SUCCESSFUL
FINANCIAL FUTURE - TOGETHER.
How we work together
One-time Financial Plan
Ideal for:
• engaged couples
• newlyweds
• couples considering a prenup
$2,400 flat fee
- Premarital financial planning
- 90-min. initial plan session
- 30-min. final plan session
- 1 add-on session of choice
- 12 months of access to your online planning portal with trackable recommendations.
Add-on Services
60 minute Sessions
$200 each
- “No-decision” money
discussion - Budget review
- Prenups 101
- Investing 101
- Retirement Accounts 101
Prenup Prep
$400 flat fee
- Preparation of each partner’s financial schedules to be included in their prenuptial agreement disclosures.
- Coordination with attorney(s).
Ongoing Financial 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 at no additional
charge, if applicable. - Typical meeting frequency: 3-6x per year + email coordination.
Financial Planning + Investment Management
Ideal for:
• working parents
• busy professionals
• delegators
$4,000-$20,000 per year*
All ongoing financial planning services
+
Investment management:
- We’ll invest in a diversified
portfolio that is in line with
your risk tolerance and
long-term goals. - Primarily low-cost passive
index funds. - Tax loss harvesting, if
appropriate. - No stock picking or market
timing strategies.
Value of Accounts | |
|---|---|
<$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.