So...if you remember back to that glorious day when we first connected and we had our intro "Right Fit" call...I probably asked a number of questions to learn a bit about your financial universe and to get a sense of what you were looking for.
Questions like "What are your financial goals over the next few years?" and "Do you have a good handle on your month-to-month expenses? etc.
Well, one of my first questions is always to find out if we're going to be focused just on your financial situation or if you have kids, a spouse, dependents, familial responsibilities, etc. that are part of your financial outlook as well.
Check out the video above to hear the best, or at least the most entertaining answer, I've gotten to this point...
And if your answer to that question has changed since we've designed your financial plan or if you think your new significant other would benefit from going through the process themselves, please don't hesitate to reach out...
Gideon Drucker, CFP AIF ECA