Fiancé & Newlyweds Financial Checklist

When you sit down with your fiancé or spouse, begin by sharing the current state of your finances. It’s important to be frank and nonjudgmental. Fudging the numbers or concealing certain items from your partner could result in serious problems later. What’s important is making sure your plan for going forward is one to which you are both committed. Here are some basics to go over:

Planning for the Future

In your discussion of finances, it’s worth discussing future costs, even if you can’t know exactly what these will be. Do you plan on buying a house together? Have children? Go on a trip around the world? Move from one city to another? All of these things require significant financial resources. Be sure to discuss the following: