Transcript of video:
In my 13 years at Compass Financial I have experienced a lot… and have learned even more. As I work with married couples, I have come to see a pattern. In many cases, one partner in a relationship takes ownership of the finances and the other lets them. When financial decisions need to be made, this can create stress.
We all have our strengths and gifts that we bring to a relationship. But when it comes to finances and money, I encourage my clients to come together and be involved. Talk about where your money goes. Know where your important documents are stored. Get to know your financial professional and have annual reviews. When it comes to your household finances, be informed, don’t be in the dark.