Financial Planning Guidelines for Couples

Jun 27 • Financial Planning, Life Planning • 883 Views • No Comments on Financial Planning Guidelines for Couples

By Lucas Bucl

When it comes to juggling the many tasks of our daily lives, couples tend to adopt a division of labor.  And while all couples and families differ, the “divide and conquer” method may be the most efficient.  However, it is vital that both partners communicate often and openly about their finances.

I ran across a very helpful article by Raymond James with specific topics for couples to discuss about their financial past, present, and future situations.  Using these tips, and working with a trusted professional team of lawyers, accountants, and financial planners can help you build and implement a financial plan to reach your life goals.

For help building your financial plan, schedule a meeting by clicking below, contact Lucas Bucl –lbucl@makinglifecount.com, or call (913) 345-1881.

Photo credit: ramkrsna via RemodelBlog / CC BY

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