Couples often consider merging their financial affairs when they decide
to get married. To what extent should income, assets, and liabilities be combined under one financial roof? If these financial matters have not been discussed, now is the time to start.

Financial Planning Considerations:

Would you like to buy a home or move into a larger home?
What are your career goals?
Do you want children? How many and how will they impact your budget?
What are your insurance needs?
How will you protect your family if something happens to you or your partner?

Open communication about what you have, what you owe, what you spend, and how you feel about investing should all be part of the conversation. Building a sound financial plan takes time and careful thought. We will help you get off to a strong start with advice and information on how to achieve long-term financial success.

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