Pre-Marriage

In the pre-marriage phase of life, it is important to have a plan set in place of financial and philanthropic goals. At this point it’s not just yourself you have to consider, but your partner as well. In order to have a successful marriage and lifelong partnership, it is imperative to have open, honest communication and have like-minded goals for your relationship and household. For myself and my partner I would like for us to keep the ideal of communication as the most important component to a healthy, lasting marriage. I think we should discuss our current credit scores prior to saying “I do”, as well we should know how we would like to budget ourselves, especially for the first 5 years of marriage.

 

Goals:

• Know each others credit scores

• Discuss budget plan

• Figure out where we want to live

• Discuss when we want to start having kids

• Decide which philanthropies we are giving to and how much