Building Financial Resilience Leadership in the Family

Executive summary

Resilience is a household-wide property. Concentrating financial literacy in one spouse weakens the system.

• Both spouses participate in annual review
• Both can execute the recovery playbook
• Both know advisor contacts

Key takeaways

• Both spouses participate in annual review
• Both can execute the recovery playbook
• Both know advisor contacts
• Both can access primary accounts

Key strategies

1. Strategy 1

   Both spouses participate in annual review

2. Strategy 2

   Both can execute the recovery playbook

3. Strategy 3

   Both know advisor contacts

4. Strategy 4

   Both can access primary accounts

Pro-tips checklist

• Rotate responsibilities annually
• Avoid 'CFO spouse' fragility

FAQ