Have You Ever Committed Financial Infidelity?

Calgary Financial Advisor

What is Financial Infidelity?

This is a common occurance when couples have shared finances and one spouse hides purchases from the other. It happens more frequently than you may realize. 

Why does it happen?

Usually because there is a sense of fear, guilt or shame. These are not emotions that make for a happy marriage. 

How can you avoid it?

Have an open and honest discussion about finances where the ground rules are set. Meet with a financial advisor to create a reasonable and respectful cash flow plan.  This will help establish proper boundaries and spending limits; as well as an allowance for fun money for each partner.

It's not a healthy financial environment when one spouse is feeling deprived and has to hide stuff from the other. Our Cash flow planning process helps you discover your individual financial personality which enables you to work together in harmony rather than be fighting against each other's money mindset. Our Cash flow planning process facilitates open and honest dialogue between spouses, resulting in financial freedom and peace of mind getting you both on the same page.

Let's Improve Your Cash Flow! We can help you create a Cash Flow Plan to find the money you need to fund the LIFESTYLE you want TODAY and FOREVERWhat's Next?


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Willis & Nancy have worked with us at least twice a year to make sure we are set up for success. They have been able to provide us with a visual picture of where we currently stand financially in order to determine if we are ready to retire or need a few more years. It has alleviated the stress we were feeling about retiring and having no idea of what that would look like.

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