- Facilitate the conversation. When talking about the money is not something you enjoy doing, there is always something more pressing than sitting down and dealing with it. Even when both of you are interested and engaged it can be daunting to know where to begin and what to cover when talking about your financial health.
- Create your plan and clarify your goals. A planning session is really you and your spouse talking about your life together and imagining your future. As Lewis Carroll said, "If you don't know where you are going, any road will get you there." The process of creating a financial plan gives you the peace of mind that your goals are not only defined but also that there is a concrete plan in place to achieve them.
- Provide continuity and peace of mind. Ideally your advisor is a trusted ally whose resources you call upon during any number of situations to coordinate with, or introduce you to other professionals (legal, accounting, banking etc.). Additionally, your advisor has the privileged role of being the person your spouse and children can turn to when the time comes to handle your estate and navigate the transfer of wealth.
While one spouse often takes the lead on financial decisions, we believe strongly in gaining the trust of both spouses and ensuring that both are involved to the extent that they desire. Our aim is always to add value, reduce stress and free you up to do the things you would rather being doing.