How can/should I include my partner in the process?

Yes, it's important to include your partner in the financial planning process.

When we evaluate your financial situation and taxes, we take into account your spouse's income, assets, and debts, as these factors can significantly impact your overall financial picture. Including your partner in the process is essential for comprehensive planning. To get started, you can simply invite them to join you on your introductory call with our financial planning team. This way, we can gather the necessary information and work together to create a tailored financial plan that considers both of your financial circumstances.