I’m Getting Married

Individual

WELL FIRST OFF, CONGRATULATIONS.

Sharing your life with someone is a big step. Sharing your financial life with someone at times can seem bigger. We can help by establishing a clear and thorough financial plan. We will handle some of the less-glamourous financial concerns, helping you to focus on your “happily ever after”.
Let's Set Up A Meeting

TOPICS TO CONSIDER:

  • Saving:
    • Debt/Credit Evaluation
    • Savings Goals & How to get there
  • Budgeting – Income/Spending Habits
  • Protection:
    • Asset and Income Protection
    • Insurance Options – life, health, property
    • Change of Beneficiaries for 401K/IRA & Insurance Policies
    • Safeguarding your future with proper estate planning
  • Marriage Tax Implications