We have lunch dates two or three times a week.”Īfter Wynne obtained the necessary licenses and certifications, she and Tim began sitting down with couples together. “Most people spend more waking hours with strangers than they do with the people they married.
Seriously, he says, they enjoy working together. Between that and the kids … I said, ‘Maybe you can work with me.’ And I'm thinking, ‘What did I just do?'” “She was driving an hour each way to her job. “I still remember the day,” says Tim, a Certified Financial Planner and a non-practicing attorney who had worked his way through the executive ranks of finance firms before becoming an independent advisor in 2003. Wynne was a regional vice president for a national property management firm before she began working with her husband about 15 years ago. “We’re finding that they refer their friends and adult children to us, and they live somewhere else.” “People retire and move toward their kids, or they move to Florida, or the coast, or the mountains,” Wynne says. The Currans live in Greenville their clients live in 24 different states. She and Tim have two children, now both in college. “I still have baby blankets made by some of our clients,” Wynne says. We tell people that we could be working together for 20 or 30 years.” “We want to make sure that they're comfortable with us and we're comfortable with them. “We are in the relationship business, and we treasure that,” Tim says. The first meeting with clients is about getting to know each other. “Some men – not all, but some – ask, ‘How can I hit it out of the park?’” I want the same standard of living,’” Wynne says. “Most of the time, a woman will say, ‘I just want to live the way I'm living. Often, a wife’s goals don’t match her husband’s. “We've got to get a lot of information first,” she explains. The first question is usually, “When can I retire?” Wynne Curran says. We deal with a lot of people who are looking at retirement in five to 10 years or are already retired,” Tim says.
“We typically start working with people in their mid-50s. The majority of their clients are couples, most nearing retirement. “I honestly had no idea how helpful it would be, having a man and a woman who can look at things differently.” “Apparently, men and women are different,” Tim Curran says, wryly. Their relationship provides a unique perspective.
The Currans named their business The Finance Couple, and they provide investment management, retirement planning and advise clients on issues such as tax planning and Social Security. Life partners, they are also business partners.įor richer and for poorer? As independent financial planners, they worry about their clients’ resources rather than their own. When Tim and Wynne Curran pledged to be husband and wife 25 years ago, they couldn’t have known that their marriage vows would also become their business plan.
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