Couples Financial Planning Services

Financial Planning for Couples in BC

Every couple can benefit from more clarity about their financial future.

Whether you’re in a brand new relationship or you’d simply like some advice to get back on track, I offer personally tailored financial services to suit every couple.

To get a full grasp on your financial situation and advice for how to work as a true financial team, reach out today.

 

Bettina Plendl Divorce Specialist BC

 

Financial Planning for Every Couple

I offer an affordable 6-session financial bootcamp for couples in any life or financial situation.

Choose the service that’s right for you.

New Couples

Are you getting married but need some advice on how to plan your financial future together?

I’ll help you:

  • Understand prenups
  • Determine your cash flow and budget
  • Build a financial plan
  • Understand taxes and insurance
  • Plan for retirement

Plan your future now.

Remarrying

Remarrying and considering a prenup? Or maybe you’d just like financial advice to make smart decisions for your new marriage.

I can help you:

  • Plan a prenup
  • Determine your budget
  • Understand RRSP/TFSA/RESP/RDSPs
  • Clarify insurance and taxes
  • Invest in your retirement

Let’s give you the bright future you deserve.

 

Couples Refresh

If you’re constantly arguing over finances, or struggling financially, all it may take to prevent a breakup is some education.

I will help you:

  • Understand your financial situation
  • Determine a budget
  • Develop better spending habits
  • Clarify financial products
  • Solidify your financial future

Get peace of mind.