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You face many of the same issues as young professionals, but it’s not just yourself who you have to take into consideration anymore.  You have settled down with someone who may or may not have the same financial priorities as you.  You may be purchasing your first home.  You could already have young children or plan to in the future.

We can help you with:

  • Creating a spending plan
  • Debt repayment strategies
  • Student loan repayment options
  • Building and understanding credit
  • Navigating your employee benefits
  • Finding ways to increase your income
  • Saving for goals, such as travel or purchasing a home
  • Home or other real estate purchases
  • Figuring out what and how much insurance you may need
  • Choosing investments in your employer sponsored retirement plan
  • Combining finances or helping you decide to keep them separate
  • Creating shared goals and win-win situations for both partners
  • Preparing for the additional costs of children
  • Saving for children’s education
  • Ensuring you have your bases covered when it comes to wills, trusts, health care directives, etc.