Guidance for Newlyweds
Nothing shapes one’s future as much as marriage. While the wedding may last a single day, there are months of planning beforehand and a long future of shared interests after. That’s where JK Financial Planning can help every marriage get off on the right foot, no matter your age or financial situation.
Perfect for the just-married or the about-to-be-married, each is available for just $400 and can even be given as a gift. Click the “Buy Now” box below to purchase a Newlywed Package today.
Package 1: Talking about Finances
This option helps open the dialogue about near-term financial goals (1-5 years). We also discuss household budgeting, home buying and building an investment portfolio.
Package 2: Saving for the Future
Designed for couples who are successfully managing their debt and are looking for a wealth-building plan, we cover subjects such as mid-term financial goals (1-10 years), cash flow analysis and portfolio analysis, as well as any necessary investing advice.
Package 3: Building and Preserving Wealth
For couples who have retired their consumer debt and have amassed significant savings, we take a look at long-term financial goals (1-30 years), conduct an investment strategy review and cover the important subject of estate planning.
Buy a Gift Certificate
Click below to purchase any of the Newlywed packages listed above for yourself or someone special to you today. Enter the name of the recipient in the box for a customized gift certificate. All Newlywed packages are $400.
Jeff Kostis, President
Certified and experienced, Jeff shares his insight to help educate each client.
- CERTIFIED DIVORCE FINANCIAL ANALYST™, 2011
- CERTIFIED FINANCIAL PLANNER™, 2008
- CPA/PFS, 2008; CPA, 1995
- Master’s degree in Accounting, University of Texas, 1993
- Graduate of Bradley University, 1991