Financial Checklist

Getting married will be one of the most exciting and satisfying changes in your life. Proceeding through life as a couple will provide companionship and possibly the satisfaction of creating a family. However, there are some practical issues that need to be addressed for both of you during this transition. Your advisor can certainly assist you in dealing with these issues in an efficient and timely fashion. Some of the questions to ask your advisor are:

  • What are the differences between being married and living together?
  • What is a prenuptial agreement and do we need one?
  • How should we own our property and savings and investments as a couple?
  • What are the implications of changing my name?
  • How will being married affect our group insurance coverage?
  • Do we need to reconsider my individual insurance coverage?
  • What will our combined financial plan look like?
  • How will our marriage affect our investment plans?