Married Financial Checklist

Getting Started

 * Consolidate bank accounts - add joint account holder, consolidate into single checking/savings, close duplicate accounts
 * Consolidate credit cards - For credit cards having at least 2 in each name
 * Review/consolidate insurance (health, dental, renters, car)
 * Add each other as beneficiaries to accounts
 * Name change on all accounts
 * Review investment strategy, budget, savings plans together
 * A will
 * Health Directive
 * Powers of attorney
 * Keep on your phones the complete medicines, allergies and doctors phone numbers on both and maybe images of health insurance cards in case of an emergency this will facilitate things.
 * drivers license and passport changes.