Episode 18: Money & Marriage
No matter what your marriage looks like, having the money conversation with your new spouse can be complex.Kathy Longo, CFP®, CAP®, CDFA®
You and your spouse each bring your own money story, values, and financial resources and obligations to your marriage, which can create complications. One way to head-off financial turbulence in your relationship is to commit to the marriage with eyes wide open.
My challenge to those of you on the cusp of this exciting life transition is to put in some proactive work before you get married – namely, learning exactly where you both stand financially.
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About the Author
Kathy Longo brings over 25 years of expertise and experience to Flourish Wealth Management. Kathy is wholly dedicated to improving the life of each client and finds joy in making complex matters simple and easy to understand. She excels at asking the right questions, uncovering new possibilities and implementing the most advantageous strategies for success. Playing such a pivotal role in her clients’ lives remains an honor and a privilege. After earning a degree in Financial Planning and Counseling from Purdue University, she began her career at a small firm in Palatine, Illinois where she worked directly with clients while learning to build a viable, client-centric business. Over the years, she gained extensive knowledge and wisdom working as a wealth manager, financial planner, firm manager and business owner at notable, various sized companies in both Chicago and Minneapolis.