From "I Do" to "We Do."
If you’re recently engaged, newly married, or planning big steps like starting a family or buying a home, you'll want to attend this dinner-seminar at Capital Grille on June 4th from 6-8 pm.
You'll also hear from a Financial Planner, Mortgage Loan Officer, Realtor, Family Law Attorney, and Estate Planning Attorney. After the meeting, you'll be offered a free financial assessment by a CFP® Professional ($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.
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
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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