Successful Couples Do What??

Author:  Scott G Russell, CFP®

Successful Couples Do What??

I'm often asked, what's your niche or demographic for whom I serve.  I've always felt that was a strange question in that I feel all my clients are unique.  However, recently I've tried to put together common traits of client relationships where I believe I've made the greatest positive impact.  Not all but most of these client relationships are with 'successful couples'.  You might say to yourself, oh, that's because they have a lot of money to invest.  However, what I mean has nothing to do about money.  I view successful couples as having found success at whatever their highest priorities are in life and, most importantly, they are grateful for it.  I find these couples to be generally happy and not afraid to feel a little vulnerability. 

Believe me, when you are otherwise viewed as successful in life it's not always easy to open your finances up to a stranger, ask for critiques, and ideas for how to improve things. Many of us (especially men) have imposed expectations on ourselves that we are a failure or we're weak unless we have every single aspect of our lives buttoned up without asking for help. What makes it worse is that the person with whom we're going through the financial planning exercise with is the one person we don't want to let down, our spouse!  Therefore, sometimes we just avoid the topic and hope for the best.  Crazy, right? 

A truly successful couple doesn't use striving for perfection in their lives as an excuse to put off the feeling of vulnerability associated with the financial planning process.  They seek advice in areas of their lives that aren't where their energy and resources are otherwise focused.  Our office is a 'judgment free zone'.  If you are a 'successful couple', come in and see us and we'll use our Wealth Clarity Program to add additional clarity to your lives.