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Getting Married?

download your 29 Point

Checklist

You want to find the best way to tackle your financial goals together. Are you thinking through all the issues when combining your finances after getting married? 

Do you understand how marriage impacts your other goals?

 

Download this 29 point checklist which outlines the issues you should consider when getting married. Start your financial life on the correct foot!

 

Plan Your Pursuit

This checklist covers 29 of the most important planning issues to identify and consider when getting married (or remarried). This guide helps you consider:

  • Cash Flow Issues

  • Asset & Debt Related Issues

  • Insurance Planning Issues

  • Estate Planning Issues

  • Tax Planning Issues

  • Long-Term Planning Issues

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We believe that your goals and ambitions come first and foremost. Period.

Pursuit Planning and Investments, LLC, is a financial planning and investment management firm located in Portland, Oregon. We focus on partnering with individuals, families, and recent university graduates between the ages of 25 and 45.

 

We understand your pursuit may not need sophisticated investment strategies or fancy insurance policies. Our services will help you prepare for the next stages in life and for developments that arise along the way. We help navigate the inherent trade-offs between changing careers, buying a home, starting a family, and saving for your goals. We offer personalized services and simple solutions. We do not sell products; we provide advice.

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© 2018-2022 by Pursuit Planning and Investments, LLC. All rights reserved. Pursuit Planning and Investments, LLC, is a Registered Investment Adviser in the State of Oregon.