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Financial Planning Checklist for Newlyweds

Critical Financial Conversations to Have Before Saying “I Do.”

Critical Financial Conversations to Have Before Saying “I Do.”

Money touches and affects everything in our lives. And for married couples, it can often be a major source of stress.

Almost three-quarters of married couples say that financial decisions are a persistent source of tension in their relationship, and seven out of ten have had a disagreement with their partner about finances in the past year.

We are providing this checklist for newlyweds as a way for engaged or newly married couples to approach these potentially intense and emotional conversations. We encourage you to share this booklet with family members or friends whose children or grandchildren are getting married. It might be one of the most valuable wedding presents you can give.

Checklist for Newlyweds

Checklist for Newlyweds

Checklist for Newlyweds. See the attached checklist for valuable considerations for newly married couples, including:

  • Legal Basics
  • Financial Basics
  • Credit Histories and Credit Scores
  • Budgeting
  • Accounts
  • Investment and Retirement Accounts
  • Estate Plan
  • Taxes
  • Insurance Coverage
  • The Unexpected
  • Hopes and Dreams
  • Future Considerations.
Let's Talk

Let's Talk

At GNZ Financial, we are your local financial advisor based in Troy, Michigan and we provide valued support and advice to our clients across the country.  We are here to help you each step of the way, so please let us know if you have any questions about these tips or the bigger strategies that are helping guide you to a potentially more secure financial future.   

 For Current Clients:

As a reminder, if there are people in your life that are important to you, know that they are important to us at GNZ. As a service to our clients, we provide our “Sounding Board” meetings.

If anyone who is important in your life is feeling apprehensive about the future, perhaps experiencing a critical financial or life event or maybe just needing to sit down to get another opinion or viewpoint, we are happy to take some time, share our process and philosophy, and provide a “sounding board” as they contemplate their financial goals and path to financial freedom. If you’d like to take advantage of our Sounding Board service, don’t hesitate to reach out to your team at GNZ Financial.

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