American Psychological Association survey results released in October 2022 reveal 72% of Americans feel stressed about their financial situation.

Personal financial matters are emotionally charged and many times could be the source of conflict between couples. A financial planner can help to bring the couples to a common ground and provide an unbiased, unemotional, and objective financial plan for their shared goals.

Life goals and the financial situation keep changing all through life depending on the stage of life and other life events, such as marriage, the birth of children, change of job, purchase of a house, divorce, sudden death in the family, etc.

Goals at the beginning of the career differ from those of the mid-career and from those when planning to retire and so should be the strategy.

A holistic assessment and a long-term financial plan, which adjusts to the stage of life, can help achieve long-term financial success and provide peace of mind.