Relationships/Family, Cross social class marriages/relationships, Wealth inequality within the family system, Pre-marriage, Prenuptial Agreements and Marital Contracts
Occupational specialties
Pre Marriage
About
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.
Professional Specialty Areas
Issues and needs
Relationships/Family, Cross social class marriages/relationships, Wealth inequality within the family system, Pre-marriage, Prenuptial Agreements and Marital Contracts
Relationships/Family, Addictions, Compulsive spending, Cross social class marriages/relationships, Wealth inequality within the family system, Interracial/intercultural relationships and marriage, Family conflict, Financial secrets
Business Owners, Doctors/Dentists, Digital nomads, Tech, Engineers and Architects, Clergy, Family Businesses/Family Enterprises, Pre Marriage