Success Story

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Bringing Family into the Fold: How one practitioner engages entire households with client-facing deliverables

Often times, only certain members of a family are in-tune with household finances. In most cases, advisors work exclusively with one “financial spouse” while the “non-financial spouse” is left out of the loop. Simple tax projections or traditional financial planning reports don’t provide a holistic view of household finances in an easily digestible format. Learn how one practitioner’s approach to technology has allowed her team to engage with clients on a deeper level by helping the entire family to understand the big picture and have confidence that they’re on the right path.


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