Broker Check

Meeting Your Needs: Getting Married

This is an exciting time for you! From a financial standpoint, it is essential to view marriage as a partnership. You may be combining finances, establishing a budget, or working out differences in financial values. I will work with you and your partner to guide you through any financial decisions you need to make together.

Questions I can help you answer:

  • How can we create a budget?
  • How do we handle our financial differences?
  • What is the best way for us to combine our finances?
  • Should we work on paying off debt or start investing?
  • Should we purchase a home or rent?
  • Do we need life insurance?
  • How do we choose investments that are right for us?