Wedding Planning Tips from A Wealth Advisor
Aleesha Graham
Director, Associate Wealth Advisor
As a bride-to-be getting married this May, I’ve quickly learned that wedding planning is equal parts joy, logistics, and financial decision-making. As a wealth advisor, I also can’t help but notice how often emotions and money intersect during this season of life.
Whether you’re newly engaged or just starting to think about wedding plans, here are a few practical financial considerations I’ve found helpful—both personally and professionally.
Start with clarity, not comparison.
It’s easy to feel pressure to match what you see on social media or at other weddings. Before looking at venues or vendors, have an honest conversation about what matters most to you as a couple and what you’re comfortable spending. A clear budget creates freedom—it helps you spend confidently on priorities and say no to the rest.
Understand where the money is coming from.
Weddings are often funded by a mix of personal savings, family contributions, or both. Transparency is critical. Knowing how much is available, what (if anything) is conditional, and how expenses will be handled upfront can prevent stress later.
Cut costs with (practically new) second-hand wedding items.
I’ve gotten a lot of items for my wedding from friends that have recently gotten married, Facebook marketplace, and there’s a lot of bridal resale groups on Facebook as well. This can really help to cut costs, and because most of the items have only been used once, it's practically as good as buying new.
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Plan for the wedding and the marriage.
A wedding is a meaningful milestone, but it’s also just one day. Be mindful of how wedding costs fit into your broader financial picture—emergency savings, debt, future goals, and cash flow. Avoid decisions that could create unnecessary financial strain as you start your life together.
Talk about money early—and often.
Engagement is an ideal time to begin open conversations about spending habits, savings, debt, and financial values. These discussions don’t have to be perfect, but building comfort around money conversations now sets a strong foundation for the future.
Remember that flexibility is part of good planning.
Even with the best budget, unexpected expenses can arise. Build in a buffer and revisit your plan as decisions evolve. Financial planning isn’t about rigidity—it’s about adapting with intention.
Planning a wedding has reminded me that money decisions are rarely just about numbers. They reflect values, priorities, and partnership. With thoughtful planning and honest communication, this season of your life can be both financially sound and deeply meaningful.
If you’re navigating a major life transition (whether it’s marriage or something else) working with a trusted advisor can help you align today’s decisions with tomorrow’s goals. Get in touch with our team at WHZ for a complimentary consultation.
Authored by WHZ Director, Associate Wealth Advisor Aleesha Graham. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. 697 Pomfret Street, Pomfret Center, CT 06259 and 392-A Merrow Road, Tolland, CT 06084, 860.928.2341. http://www.whzwealth.com. These materials are general in nature and do not address your specific situation. For your specific investment needs, please discuss your individual circumstances with your financial advisor. WHZ Strategic Wealth Advisors does not provide tax or legal advice, and nothing in the accompanying pages should be construed as specific tax or legal advice. Past performance does not guarantee future results.