After nearly a decade in finance, Richard realized that the resources available for couples starting a financial partnership together were completely inadequate. Glossy books with worksheets just aren't a plausible solution for most busy newlyweds who are far more comfortable operating in a digital medium. On top of that, CFPs and CPAs are expensive and often out of reach for newlyweds just starting out who can't afford $250/hr consulting rates or who don't have several hundred thousand dollars to invest. Together with Victor (a software engineer) and Trevor, (his business partner and fellow CPA/CFP) we set out to address this problem. We thought to ourselves, what questions are young couples constantly bringing up? What are they all concerned about? How can we package the answers to those questions/concerns into a digital product that's affordable? This was the roadmap for what has become Marriage Money Bootcamp. Richard and the team built a program going through exercises that he's done with hundreds of clients over the years. These same exercises that he's gone through with his wife as well! How much should we save each month for the down payment on a home? What types of college savings plans should we consider for our baby? What's the most practical way to pay off our debts? How do we budget together and set financial goals together? Helping young people answer these questions is our passion. We feel we've done a pretty good job addressing most of these in our course and we hope you join us on the ride!
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