Get a head start on your happily ever after.
Say “I Do” to a Financial Plan That Works for Both of You
Looking to build a strong financial foundation as you prepare for your special day?
Although it may not be the most glamorous or exciting part of marriage prep, it’s essential to making your life and future together as enjoyable as possible.
But there’s a lot of info out there, and not all of it intends to set you up for a successful marriage. That’s why we put together a fact-checked financial checklist for newlyweds—to help couples like you figure it all out before you walk down the aisle.
This comprehensive guide offers expert advice for managing both your shared and individual finances, including how to:
- Set appropriate financial goals.
- Talk about money with your soon-to-be spouse.
- Calculate and allocate monthly income.
- Approach debt repayment and insurance.
- Organize tax information.
- Review retirement accounts and other investments.
… Plus plenty of other resources to minimize the time spent doing your own research (and trying to determine what information is accurate).
Fill out the form to start your download of the checklist and get a head start on your happily ever after.
Download your copy now!