Don’t let money issues end your relationship. All couples have conflicts, and most will disagree over a financial issue at some point in time. Yet, whether you’re dating, living together, or married, establishing open lines of communication can help you focus on what really matters- the two of you! A great way to make a difficult discussion about money easier is to schedule an appointment as a couple with a financial advisor. Having an unbiased third party in the room when you discuss current spending and how it is impacting your goals can be very helpful.
At Alloy Wealth, we have a passion for helping clients gain control over their finances so they can feel comfortable when making decisions about money. We aren’t counselors, but if your issues relate to a lack of knowledge about planning, saving, and investing, we can help. We’ll first meet with you to get a better understanding of who you are and what your dreams are for the future. Then we’ll teach you how to create a spending plan that you can both agree to and offer tips to help you save towards that vacation you both wanted or the new car you really need.Our next step will be to evaluate your investment portfolios and offer suggestions of things you can do to achieve your retirement goals. If you have yet to begin investing towards retirement, no worries, we can help with that as well. Our services are designed to help clients of all ages and incomes get a better understanding of their current finances and make positive changes so they can live well now and in the future. The bottom line is, it’s only money. As long as you have mutual respect, understanding, and open lines of communication