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2023 Coupling Your Finances

Coupling Your Finances

Coupling Your Finances


Money and finances consistently rank at the top of the list of things couples fight about. This session is designed to curate the conversation between you and your partner to help you create a thoughtful and thorough financial plan. We talk about how you can work with your partner to prioritize your top financial goals, what strategies you can implement to overcome common financial challenges, and how to achieve financial success together.

This presentation serves as a fantastic overview of the key financial planning considerations to keep in mind when it comes to partnering your finances with someone throughout many stages of life. We cover tips on first marriages versus not first marriages and long-term partnerships, and we encourage your partner to join this session with you! This is also a great session for parents who have young adult kids gearing up for marriage.

Questions and/or interested in how this applies to your financial life?

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