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The Talk No One Wants to Have (But Should)”
💬 “We’ve been meaning to talk about this…”
Most couples in their 30s and 40s are busy juggling careers, kids, and mortgages — and life insurance or financial planning slips to the bottom of the list.
But here are tips to ponder:
🛑 Waiting doesn’t make life more predictable.
✅ The earlier you plan, the more options you have.
I work with couples to answer questions like:
💡 If something happened to one of us, would the other be financially, okay?
💡 Are we using the right kind of life insurance — or paying too much for the wrong one?
💡 Are we investing and saving smart enough to retire without stress?
Most couples walk away from our first 30-minute meeting with financial clarity — and a simple plan.
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