Value-added Services

Couples who take time to talk about their financial goals and review their finances together often build stronger, more resilient relationships. But it’s not just about money — emotional support, shared values, and honest communication are just as vital.
With over 20 years as a financial advisor and the heart of a clergy, I’m here to help you navigate both the practical and personal sides of your journey. Let’s explore how we can support your life and marriage — not just with numbers, but with meaning.

Planning together financially

Financial challenges aren’t always about money — sometimes it’s about credit history, or not having one at all. It’s important to have open conversations early on about where each person stands financially and what goals you want to work toward together. Creating a savings plan can help, though it may not be necessary in every situation.

Designing your lives together

Not everyone dreams of owning property What are your goals, and what steps will help you get there? Also, buying a home is a major decision — everything from the location to the layout and overall feel can stir different emotions. While material things can be purchased, they shouldn’t become a source of tension in your relationship.

Defining your shared future

Not every couple dreams of settling down in one place. Some prefer the adventure of traveling and experiencing life in different corners of the world. What matters most is understanding each other’s goals and having honest conversations about the kind of life you want to build together. Have you started thinking about what that journey might look like?

Family dreams & decisions

These days, more couples are choosing not to have children — and that’s perfectly valid. Others feel strongly about starting a family.
This is one of those deeply personal decisions that can shape — or strain — a relationship. Having open, honest conversations about your values, dreams, and what truly matters to each of you is essential.

Honesty builds commitment

Is there something you’ve been holding onto that makes it hard to fully open up in a relationship? Staying connected means being honest with each other — and with yourself.
Do you know what helps you feel safe and seen in a partnership? Understanding that — and being willing to share it — is key to building something real and lasting.

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