The fact is:
Love is in the air! You recently committed to your partner. Now it is time to consider the impact on your financial future. Statistics show that finance and communication are the two biggest reasons for conflict when living together. Understanding how to properly manage both of these important elements can help ensure a happy life.
By helping you to have a clearer view of where you are today and the next steps your level of stress, anxiety and worry about money goes down. This will make you both more confident and in control of your finances. We have been helping couples before and after the "I do" by providing timely and constructive counsel and advice on finance and communication matters.
What make us different?
We listen and we wait for our turn to speak.
We are committed to establishing a relationship based on keeping promises, respecting boundaries, communicating and understanding what you want to accomplish in life.
We design and implement financial plans that integrate cash flow and debt management, insurance and investment planning, as well as retirement and estate planning.
Moreover, we will create a financial plan that coordinates the work of financial, banking, insurance, investment, accounting and legal professionals.
Check the About Us page for more details.
Getting Started:
Contact Jose Cid at 604 229 2332 or fill the contact form below.