I am working on a pro bono financial plan. This couple attend my church and won the plan at a silent auction. However, the wife and husband (as I'm learning) have money issues between them. We had one exploratory/discovery meeting together. Now the wife is telling me that it would be easier if I worked only with her. (She is the primary breadwinner; he is an artist who doesn't earn much.)
I am obliged to do a plan, and I believe she will get me the data needed, since she handles the money. At the same time, I don't feel that it will be the best plan, since it will involve input from one half of a married couple.
Any thoughts on how to proceed?