There are plenty of reasons clients might be involved in a relationship without being married. Some may be same-sex couples living in states where such unions are illegal. Some clients may simply have been to that rodeo before and, for either personal or legal reasons, are ready to pass the second (or third, or fifth) time around.

Pamela Sandy’s own complex background — she married and divorced twice, raised kids alone, went back to college as an adult, ran a series of businesses and survived the illness and death of a man she describes as the love of her life — may be why she particularly likes to work with clients who lives don’t necessarily follow the dictates of tradition.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access