When both of you are working hard, your time and energy are pulled in many directions. Your financial life is more complex—and more powerful—when approached as a team.
If your financial situation looks something like this...
Income
Two solid incomes, often with uneven schedules or different benefit packages
Career Stage
Mid-career or growing in your respective fields, possibly with job transitions or relocations ahead
Mindset
Time-constrained, looking for clarity and coordination across accounts, goals, and responsibilities
You're likely looking to align on
Household Financial Planning
Merging (or partially merging) finances
Creating a joint savings and investing strategy Navigating job changes, relocation, or career breaks
Taxes & Employer Benefits
Coordinating benefits between two employers Leveraging pre-tax savings across both paychecks
Managing dual 401(k), HSA, and equity comp plans
Cash Flow & Budgeting
Creating a flexible, values-based spending plan
Automating savings and staying on the same page
Planning for big purchases like childcare, home upgrades, or travel
Estate Planning & Protection
Making sure both partners are protected if something happens
Coordinating insurance and legal documents
Titling accounts and setting up beneficiaries intentionally
We help couples align their goals, optimize their earnings, and make confident decisions together—so your finances support not just your individual careers, but the life you’re building as partners.
