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Navigating Love and Money

February 16, 2021

The topic of finances can be difficult for couples and families to talk about, but creating a plan together should be a top priority. In this video, Jordan Sowhangar, Wealth Advisor and Certified Financial PlannerTM, and Brian Hungarter, Wealth Advisor, share their advice for how to navigate discussing money with your loved ones so you can create a plan for your financial future.

If you’re looking for guidance or assistance with your financial plan, the advisors at Girard are here to help. Contact us to have a conversation about your plan.
This presentation is for general information purposes only and is not intended to provide legal, tax, accounting or financial advice. The information in this presentation, and any opinions expressed therein, do not constitute a recommendation or an offer to buy or sell any security, financial instrument or financial service. Viewers should consult with their financial, tax and/or legal professionals before making any financial decisions.