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F I N A N C I A L P L A N N I N G & I N S U R A N C E
C H I C A G O W E D D I N G & P A R T Y R E S O U R C E
W W W . C H I C A G O W E D D I N G R E S O U R C E . C O M
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We understand the importance of
establishing a realistic budget.
Without a plan for saving and spending,
you tend to live and spend day-to-day. An
agreed-upon budget will help you avoid
misunderstandings about how you spend
your money.
8}
I know my future spouse’s investment
personality and risk tolerance.
What’s your comfort zone for your long-
term investments? Will a dip in your
retirement account keep you awake at night?
How does your spouse feel about that?
9}
I know how much debt my spouse is
bringing into our marriage.
Developing a clear idea of the debts that
each brings to a marriage and how it will
be repaid is the first step in shared financial
planning.
10}
We have made a commitment to
discuss money regularly.
Differences are natural and inevitable.
Talking them through honestly before they
become a point of contention is the key to a
lifetime of financial compatibility.
If you answered “true” to eight or more
statements you and your spouse are on your
way to a stable financial future. However, it’s
still a good idea to continue to communicate
and work together.
If you answered “true” to between five and
seven of the above statements, you and
your spouse need to devote more time to
planning your financial future together.
With a little luck, you can achieve financial
compatibility.
If you answered true to fewer than five
questions, don’t call off the wedding yet.
Instead, make a sincere commitment to
discuss these issues and consider meeting
with an experienced financial planner who
can help you start your marriage on firm
financial footing.
© CTW Features
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