The first question I ask when I meet with someone is…

“What happened that made you want to reach out?”

One of the most common answers is…

“I’m doing this for my spouse; I want to make sure they have peace of mind and understand our finances.”

This is a great reason! Many times, one person in a relationship is the “money” person so they manage the finances.

This can work well, but it can leave the NON money person in the dark.

  • They don’t know who they would turn to if something happened to the “money person”
  • They don’t know if they are on track financially
  • They don’t know where their accounts are or how they are invested

It’s perfectly okay for one person to manage the finances, but do what it takes to make sure your spouse understands what’s going on!

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