Pre-Marital Financial Consulting Questionnaire

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Name(Required)

Email(Required)

Phone

Briefly summarize your current financial situation including income, debts, investments and expenses.(Required)

Do you consider yourself a spender or a saver? What about your soon-to-be-spouse?(Required)

Do you have a budget your consistently follow? Do you plan on adjusting this once you're married?(Required)

Do you have any outstanding loans (student debt, credit card)? What plan, if any, do you have to minimize that debt?(Required)

What are the most important long-term financial goals for you? (e.g. buying a house, starting a family, saving for retirement)(Required)

Do you have any financial obligations to other family members (e.g. aging parents, alimony or child support payments)?(Required)

What significant assets or liabilities do you need to discuss with your partner?(Required)

Do you prefer a shared account with your partner, a separate account or some combination of the two?(Required)

Do you anticipate creating a prenuptial agreement before you get married?(Required)

What financial habits or behaviors do you think might affect your relationship with your spouse?(Required)

How do you plan to handle emergencies or unexpected expenses?(Required)

Have you thought about insurance coverage, such as health insurance, life insurance, or disability insurance?(Required)

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