Sharing a Vision with Your Partner
Shared visions lead to shared successes. When you work together with your partner towards a common vision, achieving your dreams becomes quicker and easier.
“I think one of the keys to having a successful financial partnership with your spouse is to have a shared vision. Often times, I’ll work with a couple and each member of the couple might have very different visions for how they want to use their family’s resources. When you have competing objectives you end up going in opposite directions but if you can work together you really see that you can achieve your financial goals faster and achieve the life that you want to live quicker.”
Commas is a wholly-owned subsidiary of Truepoint Inc., a fee-only Registered Investment Adviser (RIA). Registration as an adviser does not connote a specific level of skill or training nor an endorsement by the SEC. More detail, including forms ADV Part 2A and Form CRS filed with the SEC, can be found at www.usecommas.com. Neither the information, nor any opinion expressed, is to be construed as personalized investment, tax or legal advice. The accuracy and completeness of information presented from third-party sources cannot be guaranteed.