![]() ![]() ![]() Wealth Management published this great article that takes a deeper dive on how little couples actually agree on financial matters and ways to help navigate those differences. As an advisor, I often spend meetings with couples bridging the gap and helping them turn a disagreement into a mutually agreed upon strategy. Keeping each other informed is critical to staying on course, together. Our perspective on what is important evolves as we age. Are you both doing what you can to help? If not, see Step 1. Review – Regularly sit down (yes, literally) and determine if you’re still on track to meet those goals.Plan – Once you’ve determined your goals as a couple, set a course to accomplish those objectives.Communicate – Like any part of a relationship, discuss your differences so you can find a solution that works for everyone. 1-Page PDF Summary of Men Are From Mars, Women Are From Venus Imagine that men and women come from two different planets. ![]() Here are 3 basic steps you can take to avoid this relationship epidemic: Financial issues are one of the leading causes of divorce. One thing that is not petty – disagreements about money. All these things are relatively petty in the grand scheme of things. If you’re in a relationship and this doesn’t sound familiar, give it some time because you’re obviously still in the honeymoon phase. If you’ve been in a relationship, you understand. He doesn’t put the cap on the toothpaste. ![]()
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