Take control of your money—together.

financial planning for couples

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  • Get on the same page with spending and saving.

  • Know you can handle life’s financial curveballs.

  • Get a clear plan to pay down debt faster

Financial stress can be rough on relationships.

If you’re having trouble seeing eye-to-eye about your budget, you’re certainly not alone. Many couples argue about money: how to use it, when to save it, where to invest it, and if or when to borrow it.

Whatever money issue you’re wrestling with, know this: You don’t have to figure it out on your own. Our financial advisors can help.

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Financial planning isn’t just for wealthy couples.

The truth is, every couple can benefit from having a personal financial advisor. Our job is simply to help you understand where you are today financially—wherever that is—decide where you want to be tomorrow and beyond, and take action to close that gap.

 

If you have questions like these, financial planning is for you:

  • How can we set up a budget when we think so differently about money?

  • How can we save more when our income never changes?

  • Which debt should we pay off first?

  • Should we buy or lease a vehicle?

  • How do we begin investing?

  • Will we ever be able to retire?

  • Should we get a 15- or 30-year mortgage?

  • What kind of life insurance should we buy?

  • Should we cut up our credit cards?

 Choose the level of financial services that meets your needs.

We’ll never sell you something you don't need or aren’t comfortable with.

 
Hourly Coaching

$225/hour

  • No Minimum Asset Requirement

  • Free 15 minute initial consultation

  • Free risk tolerance assessment

  • Expert Assistance 

Financial Accountability

$1199*

  • No Minimum Asset Requirement 

  • Free 15 minute initial consultation

  • Free risk tolerance assessment

  • Up to (4) 1 Hour sessions within 6 months of expert financial advice and assistance  

  • Mobile Investment App

  • Free eMoney Subscription - our digital platform that provides real-time financial data at a glance

Investment Management

1.2%/year**

  • >150K Managed Assets

  • Free 15 minute initial consultation

  • Free risk tolerance assessment

  • Unlimited Expert Assistance

  • Mobile Investment App

  • Portfolio Deconstruction/Portfolio Analysis

  • Free eMoney Subscription - our digital platform that provides real-time financial data at a glance

 

*Optional ongoing asset management and/or accountability - $0-50K of assets =$49/ month, $50k-150K of assets =$79/month

**0.9% annually for assets managed above $1M

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Hey! We’re Brock and Jen.

Few things make couples feel more vulnerable than asking for assistance with their money. And it certainly doesn’t help that traditional financial planning is complicated and expensive.

We started Blackmore to solve that problem.

Our Bozeman, Montana-based team is whip-smart when it comes to protecting (and growing!) your money. But we don’t take ourselves too seriously, and we work hard to make the most complex financial concepts accessible—and even fun.

We’ve helped hundreds of people feel more confident and in control of their money, and we’d be honored to help you too.

 

Financial Accountability

Goodbye, money stress. Hello, hope.

Whether you’re already on the same team or feel like you’re not even playing the same game, our six-month accountability program can help you find financial peace of mind.

Fee $1199+ optional ongoing membership starting at $49/month

 
 

Session 1

Take a deep breath. 

Offload your money burdens in a confidential, judgment-free space, and then tell us about your preferred financial future.

Session 2

Get a step-by-step plan to move forward.

Together, we create a practical and realistic plan to reach your specific goals: budgeting, retirement planning, debt reduction, and more.

Session 3

Put your plan into action.

By now, you’ll have already reached some short-term goals, and we'll make sure you feel in control of your next steps.

Session 4

Know you're on the right track.

We’ll celebrate your progress, adjust the plan if needed, and decide if a monthly accountability membership is right for you.

 

Areas of Expertise

  • Budgeting

  • Purchase Decisions

  • Savings Goals

  • Strategic Philanthropy

  • Cash Flow Planning

  • Retirement Planning

  • Investment Planning

  • Higher Education Planning

  • Inheritance Management

  • Insurance and Risk Management Strategy

Get on the same financial page starting today.