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Your wealth plan shouldn’t sit still. Neither do we. That’s why our advisors have access to an in-house team for all things wealth management. Because when advisors have access to a more collaborative approach, you get access to more sophisticated solutions.

Dec 8, 2022

In this week’s episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Christina Lynn, practice management consultant, continue their conversation about financial conflicts between spouses. Topics discussed include tips for managing spousal differences as an advisor, suggestions for spouses when talking about financial conflict and examples of financial conflict.