Siman says one of the goals of Your Money Mind and the Honest Conversations programs is to bring out the feelings of the less dominant person in the couple and give him or her a chance to talk uninterrupted. That way the desires of both are known to the advisor.
“The overwhelming majority of those who make their way to a financial advisor want someone to coach them to good decisions,” says Siman. “That is so much more important than what the market did last week.”