EPISODE · Apr 3, 2024 · 32 MIN
Building a Financially Resilient Family by Preparing for the Unexpected (Ep. 9)
from Wealth Beyond Riches: Building Prosperity With Purpose, Values, and Impact · host Abbey Henderson, CFP®
How can you prepare your partner for financial crises before it's too late?Learn the most crucial aspects today!This week, Abbey Henderson, CEO, Wealth Advisor & Coach, shares key insights on preparing your partner and family for financial challenges. It is important for each member of a family to know what is expected of them if the unexpected should happen. In this episode, Abbey focuses on the importance of team building, staying organized, and aligning important financial decisions with family values.Abbey discusses: Values, vision, and planning a partner's ideal situation in the event of a crisisThe importance of having a team of advisors in place before a crisisThe potential roles of family members and the impact of family dynamics on managing finances and estate planningThe role of a financial advisor in pre-crisis financial planning and support during and post-crisisThe importance of organizing financial documentsWhy to prepare an outline of cash flow to track income and expensesAnd more!Connect with Abbey Henderson: LinkedIn: Abbey [email protected] Website: Abaris Financial GroupFacebook: Abaris Financial GroupFacebook: Abbey Henderson: Trusted Financial Advisor & CoachInstagram: @trustedadvisor_coachLinkedIn: Abaris Financial GroupX (Twitter): Abaris Financial Group
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How can you prepare your partner for financial crises before it's too late? Learn the most crucial aspects today! This week, Abbey Henderson, CEO, Wealth Advisor & Coach, shares key insights on preparing your partner and family for financial challenges. It is important for each member of a family to know what is expected of them if the unexpected should happen. In this episode, Abbey focuses on the importance of team building, staying organized, and aligning important financial decisions ...
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Building a Financially Resilient Family by Preparing for the Unexpected (Ep. 9)
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