It comes as no surprise, but disagreements over money are often cited to be one of the top reasons behind a relationship breakdown. Further, it can be easy for couples to put off having such an important conversation.
By scheduling distraction-free meetings, you can create space for you and your partner to work on completing the items in the first section below. We recommend regularly reviewing these items as needed to maintain a common understanding of your financial situation.
When you and your partner have completed the above tasks, consider the next big step, which is to open a joint account(s). While a joint account may not appeal to all couples, it certainly increases your financial transparency and can help keep both of you honest.
If/when you are ready to open a joint account, we urge you to connect with a trustworthy Certified Financial Planner (CFP®), who will:
Our team is happy to help you get started. For assistance, please contact us.
Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.
Copyright © 2022 Matchett Financial Services - All Rights Reserved.
Powered by GoDaddy