While managing money in a partnership can be challenging, and not always romantic, getting on the same financial page is crucial to maintaining a healthy, long-lasting relationship.
Facet Wealth co-founder and chief evangelist Brent Weiss, CFP®, ChFC®, and Autumn Campbell, CFP®, sat down to talk through how to navigate the world of love and finances. Watch the recording below to learn about the importance of maintaining open, honest communication to ensure you and your partner are growing together.
Originally aired: October 2, 2020 Hosted by: Brent Weiss, CFP®, ChFC® and Autumn Knutson, CFP®
Facet Wealth, Inc. (“Facet”) is an SEC registered investment adviser headquartered in Baltimore, Maryland. This is not an offer to sell securities or the solicitation of an offer to purchase securities. This is not investment, financial, legal, or tax advice. Past performance is not a guarantee of future performance.
The client satisfaction survey was conducted over a four month period from January 2021 to April 2021 and was sent to all new clients after one and three months of service. The survey solicited client’s level of agreement that Facet is delivering on expectations outlined. Satisfaction is not an indication of current or future performance results nor is it a guarantee of similar experience.
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