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Couple Friendly  

Couple Friendly Assessment

The historical belief is that the husband makes the financial decisions, and the wife is not really interested in money management and investments. This may be the case with some couples, but we believe that that this assumption is no longer valid today.

Both parties to a couple must be involved in all financial discussions and decisions and financial advisers have a meaningful role to play in this regard. By attending to both parties needs in the meeting and by including both in the discussion you will decrease the risk of alienating one of the partners. If you are not sure how couple friendly your business is then find out by clicking either "True" or "False" on the following list of couple related questions.

Please answer the questions in line with your current advice business and not what you think is the correct answer.


  
 

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