You don’t need to know ALL of the family finances. For those of you who are married to investment junkies or folks who like to day-trade with their ‘play money’ account, you don’t need to know all that. You don’t even need to pretend to know about investing.
Our Two Cents
The financial planning landscape can be pretty confusing. Not only is it difficult to figure out who has your best interests in mind (as the debate over the fiduciary standard is pretty confusing), but it’s also difficult to figure out who is in the business of EARNING their fee, vice collecting it. I believe in transparency and always acting in the best interests of my clients.