Financial Planning for Millennial Couples
Look how you're currently spending these few minutes of your day. You're already ahead of many of our peers. But I get that doesn't change the uncertainty and doubt you feel about how you're making financial decisions. You're so close to a turning point, though. You're just missing a little guidance on which financial strategies make the most sense for your life.
This application should take about 2 minutes to complete. It's the least important thing you will do as part of our work together. The application collects a few pieces of mostly quantitative (non-sensitive) information, which helps us to begin to understand the best ways to make the most of your financial opportunities. We don't want to waste your time with unnecessary meetings or e-mails.
On the other side of this application is a time-tested process that uses your own comments and questions about your personality, your interests, your fears, and your hopes to build a clear financial plan that you can rely on for months and years into the future. That's why you're here right now. You don't want someone who is just going to trade a few stocks for you or sell you some insurance. You're here for a credentialed professional who understands the frustrating financial dilemmas you face trying to maintain your financial stability and pursue the life you want.
You've come to the right place.
[You don't need to include any personal identifying information within this form. I'll always respect your privacy and data security.]