Approaching Finances As A Couple: With Katie Brown, CFP®, ChFC® (Ep. 16)

In this episode, Katie (Kathryn) Brown, the Co-Founder and Principal at Morton Brown Family Wealth, talks about the value of approaching finances as a couple and the role financial advisors play in helping them communicate effectively. Additionally, Katie also sheds light on philanthropy as a motivator for women to be more financially conscious.

Katie Discusses:

● The importance of approaching finances from a couple's standpoint rather than from an individual standpoint.

● How financial advisors often have to act as psychologists to help couples communicate about their finances.

● The “fiscalosophy” exercise that helps couples understand each other's money mindsets.

● The value of addressing money differences in relationships.

● Ways she helps couples navigate philanthropy by exploring their passions, family principles, and societal responsibilities.

● And more!