Case Study: Engaging a Uninterested Spouse in Family's Finances

Original Air Date: June 19, 2021  

Principal Jennifer Thomas, CFP®, and Associate Michael Griffin, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, in a discussion on the importance of including a uninterested spouse in household financial and investment conversations. They discuss patterns they see among clients and how as advisers they work to meet each spouse on a level that they understand. 

Read the Article: https://www.henssler.com/engaging-the-uninterested-spouse-in-family-finances