Harper Lee once said, "you can choose your friends but you sho' can't choose your family." True enough. But you CAN choose a great partner to help you with family finances and future planning. That's where we come in.
One of the greatest family life changes is getting married, and things can get complicated when it's time to consolidate accounts and assets into one partnership. Do you even want joint accounts, or would you like to handle things differently? 42% of couples like to keep their finances separated. Talk to us, we know how to help. And on the other end of the spectrum, divorce can bring a whole host of complicated financial issues. Again, we've got your back. And our advice comes with the compassion and understanding you both deserve.