Financial Planning for Couples

Obsidian Personal Planning Solutions provides financial planning for couples that helps you build the lifestyle of your dreams.
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Discipline

Develop and follow a budget to ensure you are paying yourselves first and building your future together.

couples financial planning discipline

Preparation

Set up the processes and documents to help you prepare for unexpected life situations.

couples financial planning preparation

Clarity

Consider your motivation and ambitions and use them to clarify what you want to achieve.

couples financial planning clarity

Don’t Let Finances Stress Your Relationship

  • Are you prepared to handle the emotional and financial stresses of unexpected future events?
  • Do you know the best way to address your estate and tax issues to minimize liabilities?
  • Have you secured appropriate insurance types and amounts to protect your lifestyle? 

Henry Ford once said, “Coming together is a beginning; keeping together is progress; working together is success.” For many small business owners, this is the truth that guides their personal and professional lives. That’s why it’s crucial to define and protect the future you’re working to build together.

It’s no secret that managing financial resources can be a significant stressor for relationships.
You need an objective third party who can provide the unique insight
that only experience allows. We can help.

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Here’s how you can confidently design your future.

1. Schedule a No-obligation Conversation

Let's get to know each other and see if there's a fit with a complimentary, no-obligation conversation.

2. Enroll in the Lifestyle Protector Program™

Our step-by-step approach is designed to help you grow and protect your wealth and lifestyle, and preserve your family legacy.

3. Track & Monitor Your Progress

Together, we'll closely monitor your progress, so you can stop feeling worried and get back to living life to its fullest.

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Secure the impartial guidance you need to realize your dreams.

couples financial planning stability

Stability

Our financial planning solutions preserve your lifestyle, working to ensure adequate cash flow for years to come.

couples financial planning insurance

Insurance

We help couples understand and secure appropriate insurance types and amounts to protect against unexpected events.

couples financial planning efficiency

Efficiency

Our proactive tax management approach carefully examines and uses the strategies that provide optimum tax efficiencies.

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Find Your Happily Ever After

Relationships take work, and work takes time. Unfortunately, time is one of the most scarce resources for successful professional couples like you. We can give you back some of that time by helping you develop an objective, actionable financial plan that you can use to navigate the uncertainty of your future.

When developing a financial plan, you’ll need to start by gathering, organizing, and prioritizing your financial assets and liabilities. Then you’ll need to marry these details with your personal and combined lifestyle goals to determine what’s possible. Our Lifestyle Protector process carefully assesses your resources so you know what you’re working with. More importantly, it helps you to define and understand what you want from your life together.

When you combine personal awareness with financial statistics, you truly understand the options and paths available to you as you work toward your tomorrow. As an objective third party with decades of applied financial management experience, we define and document the budgets, forecasts, and milestones that you’ll need to follow.

But we don’t just provide a one-and-done financial plan and send you on your way. Our dedicated team of professional consultants presents your personalized financial plan, then works with you to ensure you are taking the proper steps to see it through. When we decide together that you are veering from the path, we’ll work with you to adjust that plan. It’s truly a lifelong financial management relationship that grows stronger with each passing year.

Don’t stress or argue over your financial future. Let us handle the details so you can find your happily ever after. Obsidian can help you realize your ultimate vision for a long and prosperous life together.

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Download our Free Guide:

Five Things Designed to
Protect Your Future

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