Academic Journal
Before the Merge: What Financial Planners Need to Know About Premarital Planning: Financial planners must integrate behavioral insight with technical guidance to build strong long-term relationships with each member of a client couple.
| Τίτλος: | Before the Merge: What Financial Planners Need to Know About Premarital Planning: Financial planners must integrate behavioral insight with technical guidance to build strong long-term relationships with each member of a client couple. |
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| Συγγραφείς: | Quamme, Ashley1 |
| Πηγή: | Journal of Financial Planning. May2026, Vol. 39 Issue 5, p47-51. 5p. |
| Θεματικοί όροι: | *Financial planning, *Client relations, *Behavioral economics, *Net worth, Well-being, Financial disclosure laws |
| Περίληψη: | The article focuses on the importance of premarital financial planning, emphasizing that financial planners should address both technical and relational aspects when working with engaged couples. It highlights that premarital couples are in a unique transitional phase where money beliefs formed in childhood—referred to as "money scripts"—still influence their financial behaviors and communication. Key technical priorities include debt transparency, decisions about combining finances, beneficiary updates, insurance, and estate planning, while the relational track involves exploring financial values, roles, and communication patterns across five life domains. The article also discusses challenges when planners have an existing relationship with one partner, advising strategies to build trust with the new partner and clarifying the planner’s scope, including when to refer clients to therapists. Overall, premarital financial planning is presented as a preventive opportunity to foster long-term financial and relational health. [Extracted from the article] |
| Copyright of Journal of Financial Planning is the property of Financial Planning Association and its content may not be copied or emailed to multiple sites without the copyright holder's express written permission. Additionally, content may not be used with any artificial intelligence tools or machine learning technologies. However, users may print, download, or email articles for individual use. This abstract may be abridged. No warranty is given about the accuracy of the copy. Users should refer to the original published version of the material for the full abstract. (Copyright applies to all Abstracts.) | |
| Βάση Δεδομένων: | Business Source Index |
| FullText | Text: Availability: 0 |
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| Header | DbId: bsx DbLabel: Business Source Index An: 193516915 RelevancyScore: 1412 AccessLevel: 6 PubType: Academic Journal PubTypeId: academicJournal PreciseRelevancyScore: 1411.61413574219 |
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| Items | – Name: Title Label: Title Group: Ti Data: Before the Merge: What Financial Planners Need to Know About Premarital Planning: Financial planners must integrate behavioral insight with technical guidance to build strong long-term relationships with each member of a client couple. – Name: Author Label: Authors Group: Au Data: <searchLink fieldCode="AR" term="%22Quamme%2C+Ashley%22">Quamme, Ashley</searchLink><relatesTo>1</relatesTo> – Name: TitleSource Label: Source Group: Src Data: <searchLink fieldCode="JN" term="%22Journal+of+Financial+Planning%22">Journal of Financial Planning</searchLink>. May2026, Vol. 39 Issue 5, p47-51. 5p. – Name: Subject Label: Subject Terms Group: Su Data: *<searchLink fieldCode="DE" term="%22Financial+planning%22">Financial planning</searchLink><br />*<searchLink fieldCode="DE" term="%22Client+relations%22">Client relations</searchLink><br />*<searchLink fieldCode="DE" term="%22Behavioral+economics%22">Behavioral economics</searchLink><br />*<searchLink fieldCode="DE" term="%22Net+worth%22">Net worth</searchLink><br /><searchLink fieldCode="DE" term="%22Well-being%22">Well-being</searchLink><br /><searchLink fieldCode="DE" term="%22Financial+disclosure+laws%22">Financial disclosure laws</searchLink> – Name: Abstract Label: Abstract Group: Ab Data: The article focuses on the importance of premarital financial planning, emphasizing that financial planners should address both technical and relational aspects when working with engaged couples. It highlights that premarital couples are in a unique transitional phase where money beliefs formed in childhood—referred to as "money scripts"—still influence their financial behaviors and communication. Key technical priorities include debt transparency, decisions about combining finances, beneficiary updates, insurance, and estate planning, while the relational track involves exploring financial values, roles, and communication patterns across five life domains. The article also discusses challenges when planners have an existing relationship with one partner, advising strategies to build trust with the new partner and clarifying the planner’s scope, including when to refer clients to therapists. Overall, premarital financial planning is presented as a preventive opportunity to foster long-term financial and relational health. [Extracted from the article] – Name: AbstractSuppliedCopyright Label: Group: Ab Data: <i>Copyright of Journal of Financial Planning is the property of Financial Planning Association and its content may not be copied or emailed to multiple sites without the copyright holder's express written permission. Additionally, content may not be used with any artificial intelligence tools or machine learning technologies. However, users may print, download, or email articles for individual use. This abstract may be abridged. No warranty is given about the accuracy of the copy. Users should refer to the original published version of the material for the full abstract.</i> (Copyright applies to all Abstracts.) |
| PLink | https://search.ebscohost.com/login.aspx?direct=true&site=eds-live&db=bsx&AN=193516915 |
| RecordInfo | BibRecord: BibEntity: Languages: – Code: eng Text: English PhysicalDescription: Pagination: PageCount: 5 StartPage: 47 Subjects: – SubjectFull: Financial planning Type: general – SubjectFull: Client relations Type: general – SubjectFull: Behavioral economics Type: general – SubjectFull: Net worth Type: general – SubjectFull: Well-being Type: general – SubjectFull: Financial disclosure laws Type: general Titles: – TitleFull: Before the Merge: What Financial Planners Need to Know About Premarital Planning: Financial planners must integrate behavioral insight with technical guidance to build strong long-term relationships with each member of a client couple. Type: main BibRelationships: HasContributorRelationships: – PersonEntity: Name: NameFull: Quamme, Ashley IsPartOfRelationships: – BibEntity: Dates: – D: 01 M: 05 Text: May2026 Type: published Y: 2026 Identifiers: – Type: issn-print Value: 10403981 Numbering: – Type: volume Value: 39 – Type: issue Value: 5 Titles: – TitleFull: Journal of Financial Planning Type: main |
| ResultId | 1 |