Here is my advice to couples who are facing financial challenges and don’t see eye to eye on the value of a financial planner. Work together and see if you can find consensus. Remember one of the rules of marketing: What’s In It For Me? Help your partner understand there are benefits. Even though the process may be uncomfortable, and difficult to understand, the end results are what matter most.
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About Cathy Curtis
Cathy Curtis is an independent fee only Certified Financial Planner (CFP) and investment advisor who specializes in the finances of women, their families and businesses.
