Atlanta's Financial Advisors

Pre-Marriage Financial Checklist for Atlanta Couples

Pre-Marriage Financial Checklist for Atlanta Couples

Getting married in Atlanta? Besides choosing your dress, yummy food and one of the many great venues from Alpharetta to Peachtree City. What should you consider to help kick off your new life? Scarlet Oak Financial suggests couple’s put together a financial checklist before you tie the knot.

The list can be long, but here are a few important steps:

  • Review your overall financial picture and decide who will handle the finances
    Create a new budget
  • Redefine goals for emergency cash, short-term and long-term goals
    Consolidate to avoid duplicate expenses
  • Update your wills, financial POA and Health Directives
    After the wedding, update beneficiaries for IRA’s, 401k’s and life insurance
  • Update titles on real estate, cars and other property
  • Change to your new married name(s) with DMV, Social Security and bills
    Make sure both partners take care of any prior debts or tax bills before marriage
  • If either spouse has a prior marriage, consider child support or alimony obligations

Getting married is stressful enough right? We can help getting your new partnership aligned financially to start building a strong financial foundation. We offer pre-marriage one-on-one financial advisory sessions for couples in and around the Metro Atlanta area. These 90-minutes sessions are available for only $375 and include:

Money Memories
Values
Goal setting
Credit history and how will this affect you and your new partner
Budgeting
Safe Keeping Documents
Family Decisions around Finances
What to Update and Change

We congratulate you on your successful financial future and hope you settle into the perfect area of Atlanta! If you would like to learn more about setting up a pre-marriage one-on-one session, please email fsykes@scarletoakfs.com or call 800-871-1219.

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