Why do you need my non-filing spouse's financial information when I first come in to see you?
Do I really need to include my spouse's financial information when I first come in to see you if he/she is not involved with my financial problems and/or not in financial trouble?
This is a very common question from people who first come in to see us. There are several answers. If you think your spouse is not in financial trouble, why not give us the information anyway and let us see if we can agree with you. After all, there is no charge for the first meeting and making assessments like that is what we do for a living.
A related answer is that, when a person is in financial trouble, their spouse is going to be impacted in some way by whatever we do. When a client leaves our office, they will have some idea about their options and will have some degree of what we call "peace of mind" but there may be somewhat of an gap without the spouse's information.
Also, when they try to go home to the spouse to explain what we have said, it will not "sound the same" as it did at the meeting. So the best thing is to provide financial information on the spouse too and try to have spouse with you for the meeting.