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September 2018

The Expat Spouse as Household CFO: Setting Goals—How to Prioritize What’s Really Important Together

Submitted by Creveling & Creveling Private Wealth Advisory on September 5th, 2018

By Peggy Creveling, CFA, and Chad Creveling, CFA

This article is an updated version of an installment in “The Expat Spouse as Household CFO” series. You can download an ebook of the entire series here.

As an accompanying expat spouse, you’ve read the first installment in this series and you and your working partner have agreed that for the two of you to most effectively manage your family finances, you’ll take on the role of Household Chief Financial Officer (CFO).

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