Getting married means making a commitment to be a partner through all of the ups and downs of living a life together – for better or for worse. And as a team, you’re stronger and better prepared to handle whatever is in your future – from starting a life together to weathering economic uncertainties.
Before you get married it’s a good idea to make sure you’re both on the same page about how you plan to move forward. We know that talking about money, even with your partner, can be difficult. Our financial advisors are here to help make it easier and find solutions that fit your needs, whether it’s starting a joint account or adding a future spouse to an existing account.
Before your big day
Sit down and talk about money. It’s important to have a clear understanding of where you and your partner stand when it comes to money. From budgeting for the wedding to deciding how to manage your everyday finances together, talking about your goals before you get married can save you future headaches.
Set a realistic budget for your wedding. Budgeting is a great way to help you set priorities. Weddings can be expensive – and there are so many choices to make! Take time to sit down together and talk about what really matters to you. Once you know what is most important for each of you on your big day, you’ll have a better idea where to cut costs and where to splurge.
After your big day
Update your information. The ceremony is done, and the marriage certificate is signed. But there may be a few more dotted lines to sign before you can move on from getting married to being married. Talk to us or come see us for:
Change to beneficiary information
Changes to account management