If couples are looking for total unity and wish to combine their lives completely, than this package has the perfect tools for them! Complete with a spreadsheet and checklist, Combining Finances helps couples to know what to do with all their assets and liabilities. It does so in a very user friendly, and easy to understand way. It also gives a checklist for clients to see additional aspects of their finances such as bills, and taxes so they can have a clear direction on how to combine those as well.
- Combining Finances Spreadsheet
- Combining Finances Checklist