"Money & Marriage" is a program designed with specifically you in mind. Meet with Sarah to discuss and learn everything personal finance-related that comes with merging your life with someone else. Throughout the program, you will discuss how you can save for your life goals together (yes, including a wedding!), understand your options for combining finances (or not) and what that may mean - especially if the two of you are coming in on uneven financial footing, and understand what estate planning, insurance, and logistics changes you should consider as you get (or choose not to get) married.

Included in the program:

Money Stories – you and your partner’s background and attitudes towards money
Get started talking with your partner about money
Aligning your life goals with each other
Understanding each other’s financial numbers and starting points
Review your options to combine (or not combine) day-to-day financial accounts
How to transparently track spending and save for goals together
Implications of pre-marriage and post-marriage accounts, and what you should do about it
Planning financially for the wedding – how to pay for it
Estate Planning – what to think about as (or if) you get married
Taxes – how to update your strategy to account for your updated status
What to do if you’re starting on uneven footing
If you’re not planning to get married at all, but just as committed
Discuss if a pre-nuptial agreement makes sense

Momentum offers something for every young couple, whether you’re newlyweds or never planning to get married at all.

Why I Created the Program:

When I got married, I realized that there’s a whole other element of financial planning that’s overlooked - merging your financial life with another’s! I went through the wedding planning process around the same time that I was starting Momentum (very fun, very crazy times). So I’ve been there! It’s fun, it’s hectic, it’s crazy, and it’s very exciting. I really want couples to start out with a similar financial understanding and to feel like they are know where each other stands about money to start your #marriedlife together. Because even though wedding planning can be a crazy and all-consuming time, money is something so worth putting a lot of careful time and effort into. Because while it could hurt your marriage in some ways (money disagreements have been called the No. 1 predictor of divorce!), being on the same page about what we will cover in this program can really help form such a strong bond between you and your partner and provide a solid foundation for your future together.

Let’s get started!