Guiding Married Clients Through Messy Money Conversations

At CFP Board’s Connections Conference, several panels explored how retaining couples long-term requires helping them navigate money conversations and the emotions tied to finances. CFP Board Ambassador Gloria Garcia Cisneros, CFP® noted that spouses often have different money mindsets but shared financial goals, while CFP Board Ambassador Brenton Harrison, CFP® explained how couples’ financial planning is closely linked to behavioral finance.

Read More at Financial Planning