Financial Planning for Couples

Perhaps you and your significant other have just met, or maybe you have been together for many years. The joining of finances and each partners relationship with money can certainly make for some interesting discussions. Whether you and your significant other have similar views on money and parallel goals for the future or not, it’s important to create a path that will help you achieve Financial Freedom together.

Financial Freedom is different for everyone. Perhaps it means never having to worry about money again, or just being debt free. Maybe you’re simply looking forward to retirement and being able to live comfortably. Whatever you and your partner envision for your future – both individually and as a couple – proper financial planning and investment management can help you achieve your goals.

Speak with a Senior Wealth Advisor Today

Call 631.218.0077 or keep reading for more information.

Our time-tested methods can help take the pain out of financial planning, ensuring a bright future for you and your loved ones. Here are some of the services we offer, particularly for couples:

Money Management

There’s an overwhelming amount of information on things like saving, budgeting, and other personal finance topics, all with varying pieces of advice (i.e. some say credit cards are bad, while others argue that they can be beneficial).

The truth is that there’s no “wrong” or “right” when it comes to personal finance; it’s simply a matter of finding the money management process that works best for your needs. Our time-tested methods can help create a savings plan, budget, and personalized investment advice tailored to your specific lifestyle and goals.

A Personalized Portfolio

Perhaps you’re a risk-taker, but your partner prefers security. Maybe you’re a saver, and your spouse is a spender. Our process takes your unique relationship with money into consideration when building your portfolio, and ensures both of your opinions are heard, understood, and incorporated into your investment plan.

Professional Advice

Not sure if you can afford that vacation home? Wondering how much you need to save for retirement to live comfortably? Concerned about current or future health issues, and how you’ll pay for them if the need arises? We can help with these.

Take the First Step Towards Financial Freedom

Complete our “Getting to Know You” form below, contact our office at 631.218.0077, or e-mail us at
Financial Planning for Couples