From “I Do” to “How Do We?”

You’ve merged your lives, your Netflix accounts, and maybe even your last names—but what about your financial futures?

Managing money as a couple shouldn't be a source of stress. Join us for a complimentary dinner seminar designed specifically for young couples. We’re stripping away the jargon to help you navigate:

• Building a "Team Wealth" mindset.
• Balancing individual goals with shared dreams.
• Strategic planning for homes, kids, and travel.

You'll hear actionable insights from a Financial Planner, Mortgage Loan Officer, Realtor, Family Law Attorney, and an Estate Planning Attorney. After the dinner, you'll be offered a free financial assessment from Dream Financial Planning ($800 value).

Register Here

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Dinner Seminar Agenda

• Financial Planning for couples.
• Getting approved for a mortgage.
• What should you consider when buying a home?
• Does a prenuptial or post-nuptial agreement make sense for you?
• The importance of getting Estate Planning documents in place.

PDF Guides

• What Issues Should I Consider When Getting Married?
• What Issues Should I Consider When Buying A Home?
• What Issues Should I Consider When Creating My Estate Plan?

Get A Free Financial Assessment

Free Financial Assessment

• Elements® Financial Monitoring App
• One Page Financial Plan
• Financial Independence Presentation
• 30-minute complimentary consultation followed by a 45-minute session where your Free Assessment is delivered and reviewed with you.

Questions Your Assessment will help answer

• How much wealth do I need to make work optional?
• Am I taking the right amount of risk in my portfolio?
• How much do I need to save to retire on my terms?
• Do I have the right mix of assets?
• Am I using my income wisely?
• Am I properly insured?

Articles Where I've Been Quoted

Trump’s Plan To Bring Grocery Prices Down: Do Experts Think It Will Work? - Yahoo Finance

Americans Say It's Harder to 'Make It' Financially Than Ever Before – Associated Press

5 savings mistakes people make when building their financial life - CNN

Combating the racial wealth gap: 9 money moves for individuals of color - Bankrate

What is an FSA and How Does It Work? - The Wall Street Journal

10 Best Tips for Beginning Investors - U.S. News & World Report

Pay off student loans or invest? Here's how you can decide. – Fox Business

If you have student loans, it may affect your ability to buy a home—here’s how - CNBC

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