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One of the primary things couples of all types and ages tend to argue about, is money; which is why, when embarking on a lifetime commitment with your significant other, it is important to have a meaningful discussion about goals, priorities, as well as perhaps deep-seated thoughts and feelings as they relate to finances - for each of you.  Starting out on the same page will go a long way to engaging in successful conversations surrounding money in the future, and will help each person understand where the other is coming from.  Planning a wedding together is often the first major joint financial series of decisions a couple will make together, and so it is important to have a frank and meaningful discussion of each of those financial decision components, in an unbiased, nurturing environment.  

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Wedding planning will occur over three meetings; additional meetings will incur additional charges.  Services may include, but not be limited to:

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Initial consultation

Discussion of individual and joint goals and direction

Review of individual and joint cash flow 

Setting and sticking to the budget

Discussion on how to optimize available dollars

Discussion on turning dollars saved into dollars saved

Considering what to do with financial gifts received

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Plan a Wedding

The content on this site is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities offered through LPL Financial, Member FINRA / SIPC. Investment Advice offered through Redwing Financial, a registered investment advisor. Redwing Financial is a separate entity from LPL Financial.  To review the LPL Financial Form CRS, please visit: www.lpl.com/CRS.

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The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, FL, IL, MI, NM.

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