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Navigating Finances Before & After Marriage

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AN EXPERT

Marriage is one of the most important legal contracts people enter into during their lives. It is critical for couples to determine the best approach for managing their individual and joint finances and to establish common financial goals. Prior to marriage, a couple may consider whether a premarital agreement is appropriate or not. For those who own property, it is important to understand how a person’s separate property is treated in a community property state. For individuals entering a second marriage, they will need to revise their estate plan and assign new beneficiaries. Whatever the scenario, B|O|S is well versed in helping couples navigate the financial issues that arise before, during, and after a marriage.

Speak with Michelle Soto, CFP®, CDFA™, who provides investment advice, portfolio design, and financial planning advice to both private and institutional clients.

B|O|S Recognition

B|O|S  is proud to have been recognized as an industry leader in the registered investment advisor space. These accolades and peer-recognitions reflect not only our passion, but also our deep commitment to every aspect of our relationship with our clients.

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