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.