Tag: financial planning for couples

How Financial Advisors For Couples Can Include A Silent Partner

Sep 7, 2026

Over 40-plus years in financial planning, I noticed a common pattern with client couples: in meetings with advisors, one partner usually does most of the talking. The other sits back, nods in the right places, and answers direct questions. The professionals in the...

Finding an Advisor To Help Build Financial Wellbeing as a Couple

Dec 2, 2024

For couples, merging two financial lives can be tricky. Not every financial planner has the skills to effectively help you navigate that challenge. Yet the right advisor can guide you away from chronic money conflict and toward a successful partnership. It’s worth...