How to have a financial ménage à trois

And why it will empower you to get the most out of your money

The original definition of the French word ménage is "household of three".

Clearly the definition of ménage à trois has come to take on a more, let's say, intimate meaning, but when it comes to our money one could argue the phrase financial ménage à trois to be quite appropriate given how personal our money is to us and that we don't open up about it to just anyone.

It takes three to tango

Like most things in life we look for expert help with problem X when the cost of being wrong is high. So when it comes to our money most people feel the need for professional help with things like our 401k and retirement plan to life insurance and saving for our kids college.

First, you should understand what I believe to be the basic three partners needed to help you master the tango with your money:

1. You. Your hopes, dreams, and goals for the future will drive what you do with your money.
2. Your Money. It's your money and you will need it to work for you.
3. Your Financial Advisor. This is the expert we talked about earlier.

Sure, a lot of people get by with just 1 & 2, but adding number 3 into the mix can make a huge difference.

But finding the right financial advisor for you is where the Throuple, or should I say Throuplr, breaks down. Who are you going to trust enough to bring in as the third partner in your financial relationship?

Trust and the Paradox of Choice

There tend to be two main problems for people when they are looking for the right financial advisor/partner for them. First, they don't know who to trust. Second, when presented with 50+ "perfect advisor" matches based on ZIP code and net worth the brain simply shuts down, also known as the paradox of choice , and doesn't make a choice at all.

So how does one find the right financial advisor/partner for them?

Simple, use science.

Leveraging The Science of Interpersonal Trust with Tech

People are wired to connect with other people like them. It's part of our DNA. We seek out commonalities, etc. with each other. When we connect on these human levels we are much more likely to trust each other, especially when we do it in a trusted and known place or environment. Trust problem solved.

At the same time it's important to not overwhelm ourselves with too many options. Give me the top couple of choices to further vet and then I can take it from there. Choice problem solved.

I've always been a big proponent that the best tech is tech that enhances the human connection, which is foundational to the work we're doing at Couplr AI .

Watch this short video to learn more about Couplr.

Having a financial ménage à trois just makes sense

Good things happen in threes, right? We think so and are on a mission to empower people to connect with their money, better.

Cheers,

Derek Notman