Couples’ financial interests aren’t always perfectly aligned. That’s OK. I believe your desire to define how you treat your money now and in the future is something to celebrate.

I provide Financial Planning and Investment Management for couples with:

Prenuptial agreements,
Blended families,
Separate assets, and
Other separate financial interests.

I’m wholly focused on helping you plan for your financial future in a way that strengthens your relationship.

Let’s talk about setting your partnership up for success.