From ME to WE: How to Blend and Manage Financial Lives, Assets and Interests
Do you and that special someone have very different views about money, assets or financial goals? Do you occasionally (or often) struggle to be fair to others, manage debts and take shared responsibility for future goals? Those who blend lives often discover they have very different attitudes and approaches to money issues. It can be a source of strength and growth or lead to blow-ups that erode trust, impact emotions and undermine the relationship. This informative session tackles topics rarely discussed before, during or after people blend lives.
Learn how to:
Decide whether to blend assets or keep them separate
Protect assets during troubled times
Be fair to new and established family members
Take joint and individual responsibility for “yours, mine and ours”
Create constructive communication without judgment