Wedding Planning & Financial Planning Guide - Just Released!

Financial Help for the Big Day and Every Day After

This guide is for Newlyweds or those still in the process of planning for the Big Day.  We want you to succeed at every stage of your new financial life together and this guide will get you off to a great start.  We are committed to helping engaged and newly married couples reach their full financial potential. 

What is in the Guide? 

We are planners by nature, so this  guide starts with some practical tools you can use to help plan for the big day.  You'll find a Wedding Checklist, Wedding Budget Template, and Guest List Organizer.  Then once you've tied the knot use the combined budget template, sample Net Worth Statement and some practical advice on financial matters for your new life together. If you decide you need additional help not covered in the Guide reach out to us. A "like" on Facebook would be nice too!  If you would like to set up an appointment to meet with one of our financial advisors please email us at [email protected] or call our offices at 763-432-0852.

Included in the Guide:

1. Wedding Budget

2. Wedding Checklist

3. Guest List Template

4. Combined Finances Budget

5. Combined Net Worth Statement

6. Money Tips & Other Resources