Does my significant other need to be involved in the financial planning program?
Ideally, yes. However, if only one of you does most of the heavy lifting when it comes to managing your finances, we can work solely with that person.
We say that ideally, we’d want both parties involved because one of the biggest benefits to our programs is getting on the same page as your partner when it comes to managing spending. That may look like your partner attending only some of the program meetings, but not necessarily all of them. We want to do what’s best for you and your partner and are committed to making it worthwhile for you both.