Partners in Decision Making

partners-decision-making

Partners in Decision Making

 

Working with a partner can be an invigorating experience when you are in agreement about your unique needs and goals. Whenever there are two or more people facing a challenge together, you have a team effort. Each individual in a marriage or partnership has an innate method of working through challenges and when these insistent methods are not understood, forming goals, agreeing to next steps, planning for the future can seem like an impossible task. When couples face the inevitable life challenges of retirement, career transitions, or a combination of both, individual approaches to challenge must be recognized and the process for creating one cohesive path to their future must enable both parties to make decisions with confidence they will arrive at their desired life plan when and how they intended.

 

“We each know where we want to go, but we get there differently!”
You understand your client current needs and their wishes for the future regarding the big life challenges like health, finances, career and family. We help you and your clients to learn their instinctive methods for getting there. When clients face a need to make life changing decisions, bridging the gap between differing approaches is a direct benefit to the timeliness of a financial planning process. The personal differences in working through challenge can paralyze a client’s ability to move forward and often times disrupts the natural harmony of the relationship. Partners can avoid the strain of making big decisions through awareness of one another’s instinctive approach to challenge. Each partner has a distinct and innate method for working through challenge and these approaches are not automatically in-sync when there is an emotional bond and a life commitment. Since individual approach to challenge is a predictor of how clients will take problem solving actions, advisors can facilitate progress with this knowledge. Partners learn the problem solving actions their loved one needs to take in order to be productive and how to combine their strengths to work seamlessly together. While clients enjoy the health and prosperity of life together, there is comfort in knowing they are prepared and able to adjust to change.