It is important to set goals that you can work on as a couple. Being on the same page with your joint finances helps to strengthen your money situation and your relationship. As a follow up to How to Talk about Money with Your Spouse, we are taking things to the next level: 9 Steps to Setting your family financial goals.
It’s not easy finding a financial advisor. He or she needs to be someone you can trust with your hard earned money and you need to feel comfortable speaking candidly with them about your concerns, wants and needs. Asking these questions can help you decide out if this person is a good match for you and your family.
