Recently, Matt Hall and I had an opportunity to go to Big Sky Montana with Focus Financial to connect with other independent wealth advisors. The photo above feels a little like our Hill logo and few places feel more “long view” than Big Sky. While in Montana we shared ideas and fellowship with fiduciary advisors like HIG, and Matt even won a best-dressed contest for his ski outfit (though I never saw him on the slopes because he spent most of his time on a green run called The Pacifier:). Check out our Instagram for more.

“What’s clear… is that competing ways of spending—where one partner spends freely and the other doesn’t spend freely enough—can lead to serious conflict.” Hal Hershfield

At HIG, a considerable part of our job is helping couples discuss their finances openly and create their family’s plan together. Sounds simple – but we have seen the benefits firsthand. Our clients say having a third party help navigate this tricky topic can have a massive impact on their self-reported relationship satisfaction, as well as the likelihood of achieving their financial goals.

If you’re curious how you can level up your financial harmony at home, check out this piece by Hal Hershfield, courtesy of our friends at Avantis (an evidence-based mutual fund and ETF investment firm). Hal is a Professor of Marketing and Behavioral Decision Making at UCLA’s Anderson School.

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