One Checkbook or Two
Fee-Only Financial and Lifecycle Planning

One-on-One Financial Planning
for Engaged or Newly Married Couples

·    How do we create our first budget?

·    Do we need one joint checking account or separate accounts or both?

·    When do we need to start thinking about life insurance?

·    How do we clear up our debt?

·    What is a prenuptial agreement, and why would a couple need one?

·    Why do we need a Will?

·    How do I make my spouse the beneficiary of my retirement plan/savings account/life insurance?

·    We want to buy a home together.  How much house can we afford?
What will our monthly payments look like?

Cost:    $150 / hour

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Copyright © 2008 Goldstein Financial Future