Navigating Finances Before Getting Married

Planning for your financial future together is a crucial and often an overlooked step in building a strong foundation for your marriage. Join us for an informative and engaging session with Brighton Jones’ newlywed Lead Advisor couple Katherine Burgess, CFP® and Brian Burgess, CFP® as they guide you through the essential aspects of merging your finances after marriage. Katie and Brian will share valuable insights and practical tools to help you and your partner make informed financial decisions.

Topics Covered

• Strategies and considerations for merging your finances.
• Understanding individual and merged balance sheets.
• How to effectively combine and maximize your benefits.
• The importance of titling and managing joint accounts.
• Ensuring your life insurance and other assets are correctly designated.

This webinar is designed for couples who have recently gotten married or those considering marriage. But any couple who wants to ensure that they are well-prepared for the financial aspects of their future together will benefit.