I would schedule a Values Based Financial Planning™ book phone appointment with the wife, do the Values Conversation™ and Quality of Life Enhancer Exercise® with her on the phone so she can experience for herself that the purpose of the meeting isn’t to discuss boring financial issues, but rather to help them plan their life and take the actions necessary to make it happen.
This usually has a positive affect and she’ll be eager (or at least willing) to come to the meetings. She will likely appreciate the opportunity to talk about what’s important to her and have someone actually listen.
The bottom line is that in your Old World, you met with one spouse. In your New World you work with couples to help them actualize their Financial Road Maps®. If they don’t want to do that then he has to find a new advisor.
