Your Spouse and Money
When you’re sharing your life with someone, you need to understand how that person views money so that you can achieve your joint financial goals. Kathy Longo, CFP®, CAP®, CDFA®
Money matters can be so difficult to discuss, sometimes most especially with those closest to you. You may even have a bit of trepidation if you suspect you and your spouse or partner are out of harmony on financial matters, and that broaching the subject could lead to a disagreement. It might not be easy – it may even be messy – but it is crucial to have money conversations with the person you’re sharing your life with. In this episode, I provide tips to get started.
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About the Author
Kathy Longo, CFP®, CAP®, CDFA®
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.
