Press Release

Sam Waltman Quoted in Financial Advisor Magazine Article on Financial Planning for Couples

March 1, 2023

Money can often be an awkward conversation even between couples. What's a wealth advisor to do when married couples cannot agree?

Sam Waltman, CFA, CFP® recently shared insights on financial planning for couples who disagree. Sam highlights that these couples generally understand the importance of compromise & working together on achieving goals.

Read the Financial Advisor Magazine article here:

Contact Sam to learn about our financial planning services.


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