Wealth Beyond Riches

Building a Financially Resilient Family by Preparing for the Unexpected (Ep. 9)

April 03, 2024 Abbey Henderson, CFP®
Wealth Beyond Riches
Building a Financially Resilient Family by Preparing for the Unexpected (Ep. 9)
Show Notes

How can you prepare your partner for financial crises before it's too late?

Learn the most crucial aspects today!

This week, Abbey Henderson, CEO, Wealth Advisor & Coach, shares key insights on preparing your partner and family for financial challenges. It is important for each member of a family to know what is expected of them if the unexpected should happen. In this episode, Abbey focuses on the importance of team building, staying organized, and aligning important financial decisions with family values.

Abbey discusses: 

  • Values, vision, and planning a partner's ideal situation in the event of a crisis
  • The importance of having a team of advisors in place before a crisis
  • The potential roles of family members and the impact of family dynamics on managing finances and estate planning
  • The role of a financial advisor in pre-crisis financial planning and support during and post-crisis
  • The importance of organizing financial documents
  • Why to prepare an outline of cash flow to track income and expenses
  • And more!


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