The Finance Couple

The Finance Couple is a financial planning firm built on the foundation of a husband and wife partnership, driven by a shared passion for helping individuals achieve their financial goals. With more than 35 years of combined experience in the financial industry, we bring a wealth of knowledge and a seasoned perspective to every client relationship. We understand that facing life's financial journey can feel complex and overwhelming, especially as you navigate the crucial years leading up to and during retirement. That's why we strive to simplify the process, providing clear, concise, and actionable advice tailored to your unique circumstances.

Our Commitment to Transparency and Independence

As an independent firm, we are not tied to any specific bank or financial institution. This allows us to objectively evaluate a wide range of investment options and choose the strategies that best align with your individual needs and risk tolerance. Our commitment to transparency extends beyond our advisory services. We believe in open and honest communication, clearly explaining our recommendations and providing you with the information you need to make informed decisions about your financial future.

A Collaborative Approach to Wealth Management

We view wealth management as a dynamic process, not a static destination. At The Finance Couple, we work closely with you to understand your current financial situation, your long-term goals, and your personal values. Together, we develop a comprehensive financial plan that encompasses all aspects of your financial well-being-from retirement planning and estate planning to investment management and tax optimization.

Our Comprehensive Services

We provide a full spectrum of financial planning and advisory services designed to address your unique needs:

• Retirement Planning: Crafting a retirement income strategy tailored to your desired lifestyle, ensuring a comfortable and secure retirement.
• Investment Management: Developing and managing diversified investment portfolios aligned with your risk tolerance and financial objectives, seeking to maximize long-term growth.
• Estate & Tax Planning: Protecting your assets and minimizing estate taxes, ensuring a smooth and efficient transfer of wealth to your beneficiaries.
• Insurance Planning: Analyzing your insurance needs and recommending appropriate coverage options to safeguard your family and your future.
• Social Security Timing: Optimizing your Social Security benefits to maximize your income throughout retirement.
• Tax Allocation: Implementing strategies to minimize your tax burden and maximize after-tax returns.

Meet the Team

Tim Curran, Certified Financial Planner: Tim brings more than 20 years of experience in the financial industry to The Finance Couple. His background includes serving as a non-practicing attorney, further enhancing his understanding of legal and financial complexities. As a Certified Financial Planner, Tim holds one of the most rigorous professional certifications in the field and is dedicated to providing clients with the highest level of financial guidance.

Wynne Curran, LPL Financial Advisor: Wynne possesses extensive experience in financial planning and wealth management. Her deep understanding of client needs and her commitment to providing exceptional service have earned her a reputation as a trusted advisor.

Together, Tim and Wynne form a dynamic partnership, combining their expertise and complementary strengths to deliver comprehensive and personalized financial planning solutions.