1. How much money do we need to live comfortably? Who is responsible for what portion?
2. Are our combined salaries enough to cover all our living expenses without taking debts or dipping into savings?
3. What debt are we bringing into the relationship? Who is expected to pay?
2. Are our combined salaries enough to cover all our living expenses without taking debts or dipping into savings?
3. What debt are we bringing into the relationship? Who is expected to pay?
4. What is our ultimate financial goal regarding annual income and when do we anticipate achieving it?
5. How much money have we saved and invested elsewhere?
5. How much money have we saved and invested elsewhere?
6. How much money should be in our emergency fund? How much do we contribute to it and when? Who makes these contributions and in what proportions?
7. What assets are we each bringing into this relationship? How will they be managed and/or shared?
7. What assets are we each bringing into this relationship? How will they be managed and/or shared?
8. What kind of purchases must be jointly decided upon? Is there an amount above which we need to discuss a purchase before committing to it?
9. What is our financial responsibility towards older family members?
10. Do we keep our money in individual or joint accounts?
9. What is our financial responsibility towards older family members?
10. Do we keep our money in individual or joint accounts?
