Planning your joint finances


Getting married is an exciting event, but it's important to consider your financial future before tying the knot. At CLB Group, we understand the importance of planning your finances together as a couple.

We recognize that financial issues can arise when couples have different outlooks and financial histories. Our wealth planners can help you and your partner plan your finances and create a solid foundation for your financial future.

Setting financial goals

One of the first steps in planning your joint finances is setting financial goals that work for you. We can help you agree on realistic timeframes, finance your purchases, and save or invest your money in a way that meets your needs. Our team can work with you to develop a joint financial plan or help you keep your finances separate if that is your wish.

Whatever your decision, we are here to help guide you through the process and ensure that you have a solid financial plan for your future together.

Preparing for married life

Wedding costs can be high, so to prevent couples from starting their married life in debt, planning is essential. Our company can assist in creating a payment plan for wedding expenses. Besides wedding costs, couples need to consider mortgages and any current dependents or future children. The right insurance policies are crucial to protect against unexpected events. Our services ensure financial security for both partners by building an emergency fund and arranging insurance policies for whole life, fixed term life, critical illness, or disability income insurance.

Financial planning for the future

Financial mergers are a significant adjustment, and professional and impartial advisors can help steer couples smoothly through the process, perhaps starting with a joint account for household expenses as a first step. In addition, our advisors help review the situation and establish ways to share financial responsibility. Getting married is a time for a fresh start, and our company can guide you and make the decision-making process more manageable.