Wealth Management

Marital Financial Planning

Building a strategic roadmap that empowers couples to navigate their financial journey together, fostering open communication and aligned goals for a prosperous and harmonious financial future. 


How Our Process Works

Maintaining wealth across life events hinges on having a cohesive and well-communicated financial plan. We understand that life is filled with unpredictable twists and turns, from major life events like marriage and the birth of children to unexpected challenges like job changes or health issues.

We place a paramount emphasis on fostering effective communication within couples when it comes to their financial matters. We believe that when partners are on the same page and openly discuss their financial goals, challenges, and strategies, they can weather any storm together with financial stability and confidence.

Our approach centers on strategic wealth management and tailored solutions that align with each couple’s unique circumstances and aspirations. 

Our goal is to foster financial harmony, align shared goals, and proactively address financial challenges as a couple, ultimately strengthening the foundation of your relationship and financial well-being.

  • Facilitated Financial Conversations
  • Comprehensive Financial Planning
  • Legal Safeguards

"Marital financial planning is not just about managing money; it's about nurturing trust, strengthening communication, and building a resilient financial future together."

Richard Riva, Founder

Learn more by reading our blog

We’ve covered the topic of marital financial planning extensively on our blog, delving deeper into the strategies and insights that can help couples navigate their financial journey successfully.

If you’re eager to explore this subject further and gain a better understanding of how couples can work together to manage their finances, we invite you to dive into our blog posts. There, you’ll find a wealth of information, practical advice, and real-life examples that can shed light on the importance of marital financial planning and offer valuable tips for your financial partnership. So, to expand your knowledge and discover even more about this essential topic, simply click here to explore our blog.

Love and Money
Wealth Management Solutions

Love and Money: Financial Planning Considerations for Couples

In a relationship, it’s essential that both parties face financial planning decisions as a team. But this is easier said than done. Why is it so difficult for love and money to peacefully coexist? Finances can be an emotional topic, causing stress and fear, so many couples would rather avoid conversations about money altogether.

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Marital Financial Planning Process

Marital financial planning strengthens a couple’s financial bond, fosters trust, and equips them with the tools to achieve their shared goals while minimizing financial stress and conflicts.


Facilitated Financial Conversations

We provide a neutral and supportive environment to facilitate open and constructive discussions about money matters within your relationship, helping you and your partner align your financial priorities, needs, and long-term goals.


Comprehensive Financial Planning

Together, we develop and execute a comprehensive financial plan that reflects your shared vision and encompasses strategies to preserve, grow, and protect your wealth. This plan serves as a framework for making informed financial decisions as a couple.


Legal Safeguards

If desired, we can collaborate with your attorney to draft pre- or postnuptial agreements that align with your financial plan and safeguard your interests. Additionally, in the unfortunate event of a marriage dissolution, our divorce financial consulting services are available to guide you through the process while preserving your financial well-being.

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