My name is Bill Nelson. I am a fee-only financial planner who specializes in working with engaged couples and newlyweds. Getting married is one of the most exciting times in your life, but there are a lot of financial stresses that come with it. I should know, I'm a newlywed myself!
I help couples all across the country learn how to effectively manage their finances as a team, integrate their financial accounts (if you want to, at least!), grow their combined income, evaluate and prioritize financial goals, and make investing decisions to help them enjoy life today while also planning for the future.
I help couples all across the country learn how to effectively manage their finances as a team, integrate their financial accounts (if you want to, at least!), grow their combined income, evaluate and prioritize financial goals, and make investing decisions to help them enjoy life today while also planning for the future.
Services
Our Comprehensive Financial Planning Process is designed exclusively for engaged and newlywed millennials. The goal of this process is to produce a plan to help you make decisions in your new family that will allow you to live your dream life. If you're reading this, you probably thinking of reaching out to me because you have a specific question in mind.
We specialize in student loan planning for working professionals who are struggling to make sense of their student loans. If you're looking for guidance on how to reduce your student loan burden, our Student Loan Planning package is a great and affordable option. We'll have a 30-minute call to discuss where you currently stand with your loans and what you're trying to accomplish.
The process of building a strong marriage with your money is similar to that of building a house. It's important to take the right financial steps in the right order for the house/your marriage to thrive. Below are the steps you need to take, in this order, to use your finances to strengthen your marriage.
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