Will Their Unique Financial Structure Hold Up?

Can two people with completely different financial systems build wealth together without sacrificing what makes each system work? Nathan and Crissi are managing separate finances, twin newborns, a new business launch, and an unexpected inheritance, all while trying to build a cohesive path to financial independence.

We reveal an unprecedented dual-system approach to the Financial Order of Operations that turns competing financial priorities into a cohesive plan. Watch to discover how couples in complex financial situations can build their own path to independence.

Timestamps
0:38 Meet Nathan and Crissi
2:39 The Perfect Storm
3:12 The Net Worth Reveal
5:25 The Father’s Legacy
10:44 How They Learned to Handle Money Separately
18:13 Breaking Down the Monthly Expenses
25:27 Finding Your Place in the FOO
34:06 What Are the Specific Goals for the Kids
36:31 What Are Your Financial Independence Dreams?
46:38 The Dream Business Plan
55:12 The Homework
56:22 Our Analysis

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🎓 Brian Preston (CFP®, CPA) and Bo Hanson (CFA®, CFP®) share professional insights to help you own your financial future.

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