Broker Check

Addressing 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. We will work with you and your partner to guide you through any financial decisions you need to make together.

Questions we can help you answer:

  • How can we create a budget?
  • How do we handle our financial differences?
  • What is an appropriate 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 suitable for us?