How We Help Newlyweds Plan for the Future
You’ve just married the love of your life. Congratulations!
As you and your spouse merge your lives together, you’ll encounter a number of important practical and philosophical questions along the way. Many of these will be directly or indirectly related to your finances. Whether you plan to combine your assets or keep most things separate, it’s essential to to talk openly about your wishes and to agree on a strategy that works well for you both. While discussing financial matters may not sound romantic, our experience has been that new marriages are made stronger and more resilient by establishing a solid financial foundation.
At The Planning Center, we have spent decades helping newlyweds plan for the future. We offer the advice and guidance necessary to put you and your spouse on the path to shared financial success, whatever that means to you.
Crafting a Vision for Your Future Together
Recently married couples often come to us exuding hope and optimism, and for good reason! There is no limit to what a loving and supportive marriage can achieve. That’s why there is no better time to work on crafting a shared vision for your future. What do you want out of life as a couple? What big dreams might you want to accomplish? We will walk you through a process known as “financial life planning”, which is specifically designed to answer these questions and more.
Communicating Openly and Honestly about Money
Let’s face it. It’s not easy to talk about money. It can feel awkward in the best of times and downright scary in the worst. We live in a culture where money is treated as a taboo topic, and as a result many of us never had the opportunity to experience what it’s like to communicate openly about our finances. Our goal at The Planning Center is to change that by facilitating authentic and productive dialogue between partners. We create the space and provide the structure so you and your partner can get on the same page from the very beginning.
Developing a Shared Financial Strategy
You’ve been through the financial life planning process and have established some meaningful and attainable goals. Now it’s time to bring those goals to life with a strategic plan. From design to implementation and beyond, we’re here to support you every step of the way. We will work with you to create a flexible action plan that is uniquely tailored to your preferences and goals. You will have full access to the expertise, coaching, and accountability you need to achieve success.
Read more about a few hypothetical situations where we’ve helped medical professionals with their compensation to reach their goals.
Case Study 1
As a fee-only firm, we only get paid by our clients and receive no commissions or referral payments. Our clients know every penny they are paying to us for our services.
Case Study 2
Our team of dedicated tax professionals work with our clients and planners to make the tax planning process part of the comprehensive financial planning process
Case Study 3
12 Certified Financial Planner Practitioners, 3 Certified Public Accountants, and more, all here to serve our clients. Only 25% of financial advisors are CFPs and we hold ourselves to the highest standards.
Whether you are beginning your career, already enjoying retirement, or somewhere in between we offer the guidance and expertise you need to make the most of the journey ahead.
As a fee-only financial planning firm, we accept fiduciary responsibility and are committed to a comprehensive, evidence-based approach. Each of our team members works with a small group of clients to ensure you receive attentive service that is customized to suit your individual situation.
No matter what stage of life you’re in or which financial challenges you face, our experts are here to help you stay on track and make the most of the resources available to you.
We’d like to meet you!
Schedule a free 15 minute conversation and we’ll spend a few minutes getting to know each other so we can learn if what you are seeking and what we provide are a good fit for each other. If it seems like a fit, we’ll talk about next steps. If we’re not, we’ll help you find the right group for your needs.