When both of you have different ideas about how to achieve for your future — and different portfolios — you may need some help managing financial decisions.
Pay down debt or stretch for a bigger house? Work until 65 or retire early and start a business? Donate to your alma mater, or to your aging mother? All of the above?
Enter your Smith Barney Financial Advisor, whose objective mindset is complemented by rigorous standards of continuing professional education. Your advisor can help you create a comprehensive plan that two individuals (and one couple) can live with. A plan that not only helps you simplify the management of your finances, but also helps you map out a long-term vision of your life, and how to make it all work.
