Financial Planning for Newly Married Couple

Start your new journey with a strong financial foundation

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A new marriage brings love, joy, and shared dreams — but it also marks the beginning of shared responsibilities. Starting your financial journey together on the right note can create a strong foundation for a lifetime of stability and growth.

With our Financial Planning for Newly Married Couple service, we help you align your goals, organise your money, and create a roadmap that balances lifestyle, responsibilities, and long-term aspirations. From budgeting as a couple to planning for big milestones like buying a house or starting a family, we guide you in making smart financial choices from the very beginning.

Who Should Take This Service?

  • Newly married couples starting their financial journey together.
  • Couples looking to align financial goals and responsibilities.
  • Families planning for milestones such as home purchase, children, or long-term wealth creation.

What Will Be Covered in This Consultation?

  • Couple’s Financial Roadmap Aligning goals and creating a joint financial strategy.
  • Budgeting & Cash Flow Building a smart monthly plan for expenses and savings.
  • Financial Tip Financial Tip on the mindset of earning and the mindset of saving.
  • Insurance Planning Guidance on life, health, and term coverage to protect your future.
  • Investments and Wealth Creation Designing a portfolio for goals like home, children, and retirement.
  • Estate and Records Nominations, joint accounts, and organised financial record-keeping.

Session Details

  • Consultant: CA. Yash Jain
  • Fee: ₹2,500
  • Duration: 60 Minutes
  • Mode: Online