Skip to main content

Young Couple Financial Planning







In this video White House Financial & Settlement Consulting founder and Managing Director talks about a recent fee only financial plan the firm did for a young couple and some of the issues we helped them with such as debt reduction, prioritizing their saving and spending, education savings planning and survivor protection using term life insurance.

White House Financial & Settlement Consulting is a fee-only, comprehensive financial planning firm dedicated to helping our clients live easier and less stressful lives through the proper management of their financial resources.

White House Financial & Settlement Consulting LLC
COMPREHENSIVE - CLIENT FOCUSED - FINANCIAL ADVICE
114 South Main Street • Suite 200 • Chelsea, Michigan 48118 • Phone: (734) 433-1670 • Fax: (734) 433-1671
www.whitehousellc.com

Comments

Roberto said…
Good and helpful video. But now we are in the process of divorce . Can you help me can I use online service for divorce , it`s one of this https://divorcefiller.com/ ? Thank you!
January 16, 2019 at 6:18 AM
Liza Ofrish said…
White House Financial and Settlement Consulting, LLC enables families to experience a simpler and less distressing life through the accomplishment of their monetary objectives by giving complete, charge just, customer centered money related exhortation and uncommon administration.
February 25, 2019 at 2:20 AM
Post a Comment

Popular posts from this blog

May Market Update

 Greetings! I hope you are doing well! The latest market recovery, driven by optimism about trade deals, resilient economic fundamentals, easing inflation, and strong corporate profits, serves as a reminder that periods of turmoil often create investment opportunities. Despite potential short-term disruptions and stagflation risks, investors are advised to stay the course and maintain their long-term strategies, as history shows that markets tend to reward disciplined, long-term investors. P l e a s e   c o n t a c t   my  anytime   w i t h  at (734) 272-4322 or email at cyril.white@fourfinancial.com with your  q u e st i o ns and concerns! S i n c ere l y,                                                          Cyril Certified Financial Planner(tm)  Securities offered through LPL Financial | Member FINR...
Post a Comment
Read more

April 2025 Market Volatility Update

Hello! I hope you're doing well! Well, we continue to live in interesting times! M a r k e t s h av e c ont i n u ed t o m o v e s h a r pl y i n r e s p o n s e t o n ew l y an n o un c ed t a r i ffs an d g r o w in g c on c e r n s o v er g l o ba l t r a de. F r i d a y ’ s st eep s e l l o ff ex t e n ded in t o M o n d a y, w i t h v o la t ili t y rem ai n i n g e l e v a t ed ac r os s s e c t o r s a n d a ss et clas s e s. Th i s i s w hat w e c a l l a g ut c he c k m o ment. A t i me w h en t h e h e a d li n es feel l o u d. Th e n u m b ers feel sh a r p . A n d y o u r in st i n c t s m a y s t a rt t o q u e s t i o n y o u r pla n . Givin g a d vic e no t t o pa n i c d u r i n g s e v ere m a r k et d o w n t u r n s ca n feel a l i t t l e clic h é, b u t i t i s t h e m o s t i m p o r t a n t pi e c e o f f i n a n cia l a d vic e y o u ca n g e t . Please click on the video ico...
Post a Comment
Read more

Best Financial Planning / Investment Books: "The Richest Man in Babylon" Book Review

  Hey guys. Cyril White, Certified Financial Planner, Four Financial Management, where it is my mission to help as many of you get as wealthy and as healthy as possible! I've been in the financial business,   financial planning, wealth management, investment management business, call it what you will, for going on over 25 years now. It's crazy how time flies when you’re having fun!   I'm often asked, what books can one read to improve their financial situation, to educate yourself on personal financial issues, concepts and best practices. So what I've decided to do is I'm going to put together these videos to cover many of the most popular financial planning, personal financial management and investing books, all of which I have read, and I'm going to give you my two cent on them and provide a review of these books. You can find a comprehensive list of all the books in the notes to this video. My list of popular personal financial planning and investment books w...
4 comments
Read more