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Navigating Business Partnerships and Marriage in the Financial Planning Industry
The chapter discusses the challenges and dynamics of being in a business partnership and marriage simultaneously in the financial planning industry. It explores the personal experience of entering a partnership with a spouse, the challenges that arose when the marriage ended, and the process of separating their business during a divorce. The chapter highlights the importance of treating the partnership as a business and reflects on the journey of transitioning from individual financial planners to a married couple team.