working Couples

financial planning for

Working Couples

Your future together is as unique as you are. And, so are your investment concerns. As one half of a working couple myself, I understand the issues and questions you face as you plan your financial future.

Whether you have children or not, you can design and plan a legacy that honors the impact you’ve had in the lives of others through proper estate planning.  Call me today to talk about my financial services for couples.

my financial services for

working Couples

I will help you address specific concerns and goals like the examples listed below.


What if you outlive your money? We’ll continually look at different planning scenarios to assess how best to draw down assets in retirement while allowing for healthcare, long-term care, and nursing home costs.


What if your money outlives you? You can create a financial legacy by designating how you want your assets distributed to your children, friends, family members, and charities during or after your lifetime.


How do you protect your partner? Ensuring both partners are protected if the other dies or becomes incapacitated is easily addressed through upfront planning that provides adequate protection.

I will also help you with these items:


Maximize your employer benefits, build your savings, and leverage your income


Help you to aim for financial freedom today and build for your future


Establish and prioritize long-term financial goals (e.g., buying a house, buying a second house, plan for an early retirement, leave a legacy)



Identify an appropriate investment policy that will grow with you


Invest soundly and monitor your progress on a regular basis


Ensure you are on track to accomplish your goals

learn more about

Who I Serve

I specialize in serving these three markets, but you certainly don’t have to fall into one of these categories to work with me. Schedule a consultation to see if we're a good match.

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Free-thinking Women

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Pre-Retirement and Retired Folks

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Working Couples

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Sopris Wealth and Ann Everhart Financial Advisor are not affiliated with Cambridge. This communication is strictly intended for individuals residing in the states of CA, CO, IL, NJ, NY, TX, & WA.  No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Ann Everhart Financial Advisor makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site

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