Wealth manager Chad Willardson advises couples to discuss finances once a relationship becomes serious, especially if planning to share expenses or move in together. Willardson highlights that money conversations can prevent misunderstandings and build trust by aligning on spending habits, debt, and financial goals.
For singles, observing a partner’s spending habits can reveal financial compatibility. Willardson also suggests that high-net-worth individuals take extra steps to protect their finances, such as estate planning, when moving into long-term relationships.
For more insights, read the full article on LA’s The Place.
