Broker Check

Weekly Financial Tip

Getting Married Soon, How Do We Successfully Combine Finances? - Josh Oller, CFP® | Financial Advisor

Newlyweds! This week's financial tip is for you. Combining finances is not always a smooth transition for newlyweds. The older we get, the deeper we can become entrenched in our systems. This can present a challenge for newlyweds who are trying to combine finances and adapt to a new way of paying bills and managing money. Check out this week's video for some tips on how to make that transition go a little smoother! 

New to Summit?

Our clients come from all over the country, all walks of life, and with many different values and priorities. One thing all of our clients have in common? They see their financial resources as simply one of the ways to unlock their full potential.

Fill out the form below to schedule a complementary 30 minute phone call with one of our advisors to see where we can best serve you on your journey towards financial contentment!

Request a Free Consultation

Thank you!