Financial Planning as a Couple: Finding Balance Together

February 24, 2025

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Anastasia K. Wiese

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Anastasia K. Wiese

JD, CFP®

Senior Financial Advisor

anastasia@grandwealth.com
P:
616-451-4228

Money can be an emotional topic, especially in a relationship. In our latest video, Anastasia shares expert insights on how couples can navigate financial planning together by fostering transparency, understanding, and open communication. She highlights the importance of recognizing different money histories, aligning financial priorities, and striking the right balance between saving for the future and enjoying life today.

Watch the full video to learn how to create a financial plan that works for both partners and strengthens your financial future as a team.