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Financial 'I Do’s' Before Your Wedding

Tips from a Certified Financial Planner and Newlywed

April 17, 2014

Patch

In September of 2013 I married my long-time boyfriend. While the decision was years in the making, this special day brought a number of surprises and important next steps that I often advise others on, but had yet to do for myself.

As a financial advisor, helping others to manage all aspects of their financial planning and investment needs is what I do every day. I spend much of my time meeting with clients, portfolio managers and planners to determine and coordinate effective planning, investment and tax strategies that when September rolled around I realized it was time to take my own advice. (click link below to read article)

http://mclean.patch.com/groups/business-news/p/financial-i-dos-before-your-wedding-tips-from-a-certified-financial-planner-and-newlywed