The decision to get re-married is filled with excitement, but sometimes anxiety as well. Especially when it comes to the money. We all approach a marriage with different money backgrounds or money values - and this can cause stress.
In a second marriage, one or both members of the couple might bring significant assets and children to the new union. Financial planning early on can be a critical component to mitigating problems later on.
We won’t tell you what to do, but we’ll help facilitate conversations (and ask deep questions) so that you create strategies and practical steps to work towards the financial and non-financial goals that are most important to you.
If you or someone you know is thinking about getting re-married, let's talk. We're here to help.