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Combining Finances (for Couples) with Customization

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.


What's included

  • Combining Finances Spreadsheet
  • Combining Finances Checklist

Combining Finances (for Couples) with Customization

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