Download The Wedding Planning & Financial Planning Guide
Everything You Need For The Big Day And Every Day After
Marriage is one of the most important events in your life. There is so much to plan for but the when the big day is over and your new
married life begins, so too begins the challenges of managing the finances of your new household.
This is why we created this wedding planning and financial planning guide for newlyweds. We want you to succeed at every stage of your life starting with the Big Day. Phillip James financial advisors are committed to helping engaged and newly married couples reach their full financial potential by helping you to make sense of managing your money and investing for the future.
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, a Wedding Budget Template, and a Guest List Organizer. You will also find some practical advice on financial matters for after the
big day. All we ask in return is that if you decide to you need additional help that you consider Phillip James. A "like" on Facebook would be nice too!
If you would like to set up an appointment to speak with one of our financial advisors please email us at [email protected] or call our offices at 763-432-0852.
Why Phillip James Financial?
Phillip James Financial is one of the most well-respected financial planning and investment management firms in Minnesota. We believe in Investing with Purpose. Our Commission Free model does not have the conflicts of interest associated with selling commission based financial products. Our process is comprehensive and always in your best interest.