Congratulations! You’re getting married! In addition to planning your ceremony and guest list, you may want to take this time do some advance work for financial planning.
We often think of marriage as being all about romance, but at the same time, marriage is also a contract between two people to form a household, potentially to start a family, start businesses, or buy property. As we know that disputes over money are the #1 reason why marriages end in divorce, we have prepared this Pre-Marital Preparedness Checklist to help betrothed couples start their new life on a sound footing.
Download the Pre-Marital Preparedness Checklist
Some couples may simply need to have a discussion of current assets and liabilities as well as short-term and long-term goals. For other couples, especially those who come to the union with unequal wealth, or those who are providing for children of a previous marriage, you may need to consider preparing a prenuptial agreement.
As an experienced and neutral third party, your Wealthspire advisor will be delighted to guide you through this process.
Wealthspire Advisors LLC and certain of its affiliates are separately registered investment advisers. © 2026 Wealthspire
This material should not be construed as a recommendation, offer to sell, or solicitation of an offer to buy a particular security or investment strategy. The information provided is for informational purposes only and should not be relied upon for accounting, legal, or tax advice. While the information is deemed reliable, Wealthspire cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard to the results to be obtained from its use.
Wealthspire and its representatives do not provide legal or tax advice, and Wealthspire does not act as law, accounting, or tax firm. Services provided by Wealthspire are not intended to replace any tax, legal or accounting advice from a tax/legal/accounting professional. The services of an appropriate professional should be sought regarding your individual situation. You should not act or refrain from acting based on this content alone without first seeking advice from your tax and/or legal advisors.
Certain employees of Wealthspire may be certified public accountants or licensed to practice law. However, these employees do not provide tax, legal, or accounting services to any of clients of Wealthspire, and clients should be mindful that no attorney/client relationship is established with any of Wealthspire's employees who are also licensed attorneys.
Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Wealthspire by any of its clients or a third party.
Registration of an investment advisor does not imply that Wealthspire or any of its principals or employees possess a particular level of skill or training in the investment advisory business or any other business.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
