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Basic Financial Planning for Newlyweds

 
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Checklist for Your Initial Financial Plan

 

Date Completed ___________________

APGAR Score ___________________

Date Completed ___________________

Net Worth ___________________

Date Completed ___________________

Monthly Surplus or Deficit ___________________

Date Completed ___________________

Date Completed ___________________

Projected Annual Income from Retirement Accts ___________________

  • Step 6: Work Through a Tax Projection (to Avoid Any Surprises Next April 15th)

Date Completed ___________________

Projected Refund or Balance Due ___________________

Date Completed ___________________

Date Completed ___________________

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If you're able to work together and complete all 8 steps of this initial financial plan by your first anniversary, then you deserve to treat yourselves to a nice dinner at your favorite restaurant (as long as it fits within your budget).

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