Relationships take work, and work takes time. Unfortunately, time is one of the most scarce resources for successful professional couples like you. We can give you back some of that time by helping you develop an objective, actionable financial plan that you can use to navigate the uncertainty of your future.
When developing a financial plan, you’ll need to start by gathering, organizing, and prioritizing your financial assets and liabilities. Then you’ll need to marry these details with your personal and combined lifestyle goals to determine what’s possible. Our Lifestyle Protector process carefully assesses your resources so you know what you’re working with. More importantly, it helps you to define and understand what you want from your life together.
When you combine personal awareness with financial statistics, you truly understand the options and paths available to you as you work toward your tomorrow. As an objective third party with decades of applied financial management experience, we define and document the budgets, forecasts, and milestones that you’ll need to follow.
But we don’t just provide a one-and-done financial plan and send you on your way. Our dedicated team of professional consultants presents your personalized financial plan, then works with you to ensure you are taking the proper steps to see it through. When we decide together that you are veering from the path, we’ll work with you to adjust that plan. It’s truly a lifelong financial management relationship that grows stronger with each passing year.
Don’t stress or argue over your financial future. Let us handle the details so you can find your happily ever after. Obsidian can help you realize your ultimate vision for a long and prosperous life together.