Pre-Marital Preparedness Checklist

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 is the common brand and trade name used by Wealthspire Advisors LLC, Private Ocean, LLC, and ACG Advisory Services, LLC, separately registered investment advisers and subsidiary companies of NFP Corp.

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 Advisors 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.

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.

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.

© 2024 Wealthspire Advisors

David Edwards

About David Edwards, MBA

David is a managing director and advisor in our NYC headquarters.

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Chris Jennings

About Chris Jennings, CFP®

Chris is an advisor in our NYC office.

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