LIFE EVENTS
QUESTIONS

Getting Engaged

Q.1. Why should we discuss financial matters before we get engaged?
A.

It is important for you to discuss financial issues prior to entering into a long term relationship as this will be an important part of your life together and, if not done correctly, is a major reason for relationships dissolving. You should have a clear understanding of each other’s attitude toward money and spending habits. In order to accomplish this there are a number of issues to consider.

Q.2. How do I know if we are financially compatible?
A.

In addition to discussing your attitudes towards money and your spending habits, you should discuss your long range financial goals and perhaps complete a quiz that will help you determine your financial compatibility.