Your Future: By Design
Designing Our Future Together will help you have important discussions about your plan to do life together - so you can take your next steps with sensitivity, confidence and security.
We want you to design your future on your terms.
The first part of this program is like a "date night" enhancement. (Please have a few laughs along the way!)
The second part will help prepare to
consult with your chosen advisors.
As you work through this program, you will be invited to consider questions about you (individually) and YOU (plural).
Your advisor will be happy to hear all about you, but you don't need to share everything!
Working with the Course Content
You have made the decision to build the foundation for your life together - or maybe you're doing more of a renovation after many years together.
No matter what brought you here, we want you to feel supported and respected to make decisions that will sustain and enhance your relationship.
The course content is divided into 5 parts:
- All About You (individually)
- All About You (plural - together!)
- Questions to Ponder (Focused on Finances and Life Choices)
- Information About Relationship Agreements
- How You Can Work With Your Professional Advisor(s)
Each section has a unique focus and you do not have to do them in order - but if you mix them up please go back and do the reflection exercises that are designed to help you with your design!
The content will be supplemented with printable or fillable hand-outs. We want you to be able to engage in your discussions however you wish.