"You do kind of become a third party in the relationship - nearly a counsellor or therapist, if you like."
"It's not just about looking at pensions, protection, mortgages. It's actually about what makes them make different decisions and what makes them achieve something quicker or take longer to get there."
Leah McMahon, a senior financial planner, emphasizes the role of financial planners as counselors in couples' relationships. She highlights that financial planning goes beyond pensions and mortgages, focusing on the decision-making habits of couples. Understanding these habits can lead to quicker achievements or prolonged financial goals. The insights shared aim to help couples improve their financial dynamics and relationship stability.
Read at Irish Independent
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