Marriage: Getting Married or in a Partnership

Marriage/Partnership Bundle

Getting married or being in a long-term partnership is a big step in life and a huge step financially. Use these tools to make sure you and your partner discuss your money goals.

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Financial Planning Calendar

Use this checklist calendar to make sure you are always updating crucial documents and reviewing your finances to keep up with life’s changes.

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Marriage/Partnership Bundle

Money checklists and resources to help you and your partner tackle your financial life…together.

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Marriage/Partnership Bundle

What You Get!

The Marriage/Partnership Bundle includes checklists and money tools to help get comfortable making financial decisions together throughout life for LESS WORRY, MORE LIFE!

  • Before and After Marriage Checklist
  • Autopilot Your Finances Checklist
  • Bill Paying Checklist
  • Choosing a POA Checklist
  • Digital and Online Accounts Sheet
  • Essential Planning Checklist
  • Financial Checkup Quiz
  • Financial Planning Calendar
  • Historical Net Worth Sheet
  • Information About Your Home Checklist 
  • Insurance Summary
  • My Net Worth Overview
  • Ultimate Home Money Makeover Checklist

Avoid one of the main causes of divorce (financial stress) and build healthy money habits with the Marriage/Partnership Bundle.

Get your Marriage/Partnership Bundle today!


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What others have said about using these checklists:

Every possible situation is covered…

“Being on the younger side I especially found the Parents and Marriage checklists to really hit home. I feel like every possible situation is covered and truly no stone is left unturned in making sure you are set up for success. Highly recommend!”

Chandler B.