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Start your future on the right financial foot. Marriage goes beyond the joining of two lives; its also the joining of finances. Combining your finances with your spouse will make life a little easier and get you started on the right foot.

First, there are just a couple things to remember to do that are often overlooked:

  • Change your accounts to reflect your new name.
  • Should you be changing your address, complete a change of address form.
  • Consider creating joint accounts.

OK, now that we have those basic things out of the way sit down with us and lets create a financial plan of attack.

We first want to make sure you are using the checking and savings accounts that are right for you. We have options.

Next lets review your debt. If you are juggling credit card bills, student loans or other outstanding debt, we may want to look at a debt consolidation loan. This would simplify your life and may deliver you a tremendous savings through lower interest. The other nice thing about debt consolidation is it allows you to see the light at the end of the tunnel.

At the minimum we may have credit card options to lower your interest and monthly payments.

Lets also look at Mortgage Options. If you are a first time homebuyer there is a program for you. If you already own your home you may want to look into refinancing at a lower rate.

Always remember to plan for the future.


protect yourself