Couple hood is fascinating, frustrating, and not for the faint hearted. Throw money into the mix and it can be a wild ride. As a financial advisor working with couples, it is important to appreciate the lifecycles of a couple and how you can help your clients during each phase of their lives together.
Your job is to assist couple clients in managing money and planning for their financial future. Therefore, understanding how couples operate based on where they are in the circle of life and partnership is important. You can choose to delve into these areas with your clients if your advising style is to go more in-depth or simply use this knowledge to inform your work. Either way, couples change and grow over the years. Their financial planning and investment needs differ, and you need to know where in the couple life cycle they are in order to counsel them successfully.
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
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access