Marriage, Money, and the Military

Published: Aug. 21, 2018, 1 p.m.

b'Andi Wrenn\\u2019s mission is to reach as many service members and their families as possible to help coach them through their finances to achieve their biggest life goals. As a military spouse, she\\u2019s truly walked the walk, and works to help people understand the unique financial challenges they might face while involved with the military. More than that, she approaches each conversation with a mind to marriage and family counseling, which allows her to view financial coaching in a more comprehensive way.\\nAndi has an educational background rooted in both financial planning and counseling, which is unusual within the financial planning profession. Listening to this episode, you\\u2019ll be blown away by Andi\\u2019s approach to financial planning and how she incorporates counseling and coaching into her work with clients. \\nThere\\u2019s so much that financial planners from all walks of life can learn from her, from how to balance dissenting opinions between a couple during a financial planning meeting to how to listen in a way that builds trust and creates a positive client relationship. \\n\\n\\xa0\\n\\nWhat You\\u2019ll Learn:\\n\\n\\n\\n\\n\\nWhat unique financial dilemmas military members and their families face\\nHow to listen and build trust with clients\\nHow family and marriage counseling can tie into financial planning\\nWhy getting a variety of experience is beneficial\\nHow to balance a couple\\u2019s differing financial views\\nThe best way to incorporate coaching into your financial planning\\nHow to encourage a couple who are a financial planning client to listen to one another and find middle ground\\n\\n\\n\\n\\n\\n\\xa0\\nZeiders Enterprises'