Here's a question for married women: If your husband suddenly passed away, would you be starting from zero managing your money?
You may be in great shape on a spreadsheet, only in the next moment to find yourself taking over investments and other decisions that you had entrusted to your husband.
Now what?
I've worked with client families who divided financial responsibilities for years without giving it a second thought. Let's take “John and Jane,” a hypothetical couple similar to clients I've worked with over the years. The problem isn't that John knows more than Jane. It's that losing John can also mean losing the person who knew how all of Jane’s financial life worked. Losing John isn't only about losing her husband. She's facing the day when John is gone and the money is still there—but now it's all hers to figure out.
Jane doesn't need to become John, but she needs to make sure John isn't her only plan. If she's suddenly on her own, she shouldn't be meeting the person who will help her with the money for the first time.
If you feel like Jane and you're concerned about managing your investments alone if your husband passed away, text or call me at 513-434-1930 to learn if we're a good fit.