Not your Husbands Financial Advisor
At A Nu Beginning, we believe the first conversation with a surviving partner should never happen only after a client has passed away. There are many reasons why we prioritize including both partners in every financial planning discussion, yet we’ve seen that this crucial step is often overlooked. We are not just your husband’s financial advisor.
We understand that partners often view investing and retirement differently. When the focus rests solely on one person’s beliefs and goals, the other may unintentionally feel unheard. This dynamic is especially true for many women. In fact, nearly 70% of women clients choose to leave their financial advisor within a year of their partner’s passing. From our experience, a common reason is that many women don’t feel fully understood or supported by their husband’s advisor.
That said, this isn’t about a husband’s financial advisor intentionally providing poor service. Rather, traditional financial advice often centers on the numbers. Advisors are trained to prioritize net worth, returns, and asset allocation. However, for many women, money represents far more than numbers. Instead, it connects deeply to feelings of security, confidence, legacy, and the ability to live comfortably.
At A Nu Beginning
We take the time to connect with those deeper, more emotional aspects of financial planning. It’s easy to see why women seeking a more personalized approach might look for someone who truly listens. That’s why, here at A Nu Beginning, we make it our mission to involve all partners from the very beginning, if there are two. We ensure every voice is heard and every concern is addressed. Our goal is to build a relationship that supports your family’s financial well-being and your personal financial independence.
Learn more about Liebe Miller
The above material does not constitute accounting, legal, or tax advice. You should consult the appropriate professional to discuss your particular situation
