Planning for that special day?

Why not make a plan for your future at the same time?

Say “I Do” to Financial Planning is a holistic financial planning package for engaged or newlywed couples. We help you handle the complexities of funding your big day AND offer you the guidance and tools to get your marriage off to a strong financial start.  

 

What is included?

Meetings & Communications

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  • One 60 minute Money Conversation with a CERTIFIED FINANCIAL PLANNER™ to discuss your big day, financial goals, attitudes towards money, and ask general financial questions.

  • One 60 minute financial plan walk through with your financial planner

General Services

  • Comprehensive holistic financial plan (unique to you!) created by a CERTIFIED FINANCIAL PLANNER™ that you can access 24/7

  • Access to secure cloud-based storage for critical documents

  • Access to Flowering Financial University (Coming Soon!)

Included Features

  • Easy to use Wedding Budget Spreadsheet + tips and tricks to save on the big day

  • Easy to use Household Budget Spreadsheet + tools to analyze and track spending

  • State of the art interactive financial plan including:

    • “Simply Sophisticated” Software

    • Add and link financial accounts to see your finances all in one place

    • Create goals and track your progress

    • Mobile App

    • Account access for each person to keep you communicating


How Much?

This is a one-time financial planning package offered at a special rate of $600/couple (a $2,000 value)

Payable in two easy installments.

We get it. Weddings are EXPENSIVE!