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Settling Down

Don’t tackle life’s big decisions alone. Start building a relationship with a CFP® professional who can help you create a roadmap to achieve your financial goals.

In a New Relationship? Here’s How to Approach Your Finances as a Couple

Schedule these financial check-ins on a consistent basis to reassess goals, address concerns and adjust plans as needed. Review your budget and your personal balance sheet monthly together so you understand your combined financial situation.

Find a CFP® Professional

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By executing a search, I agree to Terms and Conditions for the Find a CERTIFIED FINANCIAL PLANNER™ Professional Search

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