Congratulations on your engagement!

Now that you're starting this exciting new chapter together it is important to dive into discussing your finances. Being on the same page about finances can help strengthen a relationship, set goals as a couple, and avoid disagreements in the future.

Whether you realize it or not, you likely have your own deep-held beliefs on money, but so does your fiancé. Having a frank discussion before marriage can help you get on the same page. To help facilitate this conversation we've put together a checklist.

If you, your spouse or the both of you decide to change your name, download the bonus checklist to assist with the name change process.

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