Partner Management

No matter your current financial standing, inside this guide you’ll find down-to-earth advice and actionable strategies to kickstart your financial health and save for your retirement together. Whether you want to maximize your income, cut out useless spending, or save up for a car, house, or even to have a child, Budgeting for Couples 101 arms you with the essential knowledge you need to revolutionize your financial skills as both a couple and a team.

In Part 1, I talk generally about compliance and ethics, often through personal and professional stories and metaphors that illustrate important lessons I’ve learned over my 40-year career, from my early days at the Federal Reserve (before compliance was a well-known function) through my years as a chief compliance officer for some of the biggest companies in the world. My goal is to enlighten board members, as well as current, and especially, future compliance and ethics officers.