Why Couples Need an Annual Financial Check In

Most couples divide financial responsibilities, but that does not mean one person should hold all the knowledge. In this Meridian Market Minute, Nathan Gilbert shares why an annual financial summit can help couples stay aligned, informed, and prepared.

Nathan explains how different account structures still require shared understanding, especially when it comes to debt levels, access to accounts, and long-term planning. While these conversations can be uncomfortable, they are an important part of building a resilient financial plan.