'Get Financially Engaged' Toolkit

The toolkit every bride needs before saying "I Do". An interactive, guided toolkit for honest conversations, shared plans and financial confidence.

• Personal Financial Assessment - Understand your individual financial picture, including income, expenses, savings, assets, and debt.
• Understanding Your Partner's Finances - Encourage financial transparency and a shared understanding of each partner's financial situation.
• Debt & Credit - Review existing debt, credit history, and financial obligations.
• Managing Money Together- Explore joint versus separate accounts and how to divide household expenses.
• Budgeting & Financial Planning - Work through interactive exercises to understand spending and plan for shared expenses.
• Emergency Savings - Discuss financial safety nets and unexpected expenses.
• Financial Goals - dentify short- and long-term priorities, including retirement savings.
• Financial Independence - Explore what maintaining individual financial independence looks like within a marriage.
• Guided Money Conversations - Address financial topics couples often avoid and develop a plan together.
• Interactive Worksheets & Exercises - Complete assessments and enter financial information directly into the digital toolkit.
• Save Your Progress - Your answers save automatically, so you can close the toolkit and return whenever you're ready. Simply reopen it on the same device using the same web browser. You can also save a PDF copy for your records.