Financial planning for blended families

Liam (42) and Olivia (30) recently married and both have children from prior marriages.

They are searching for a financial advisor that understands the added complexities of blended family life and can help guide them in their financial life. 

Key Concerns: 
• Merging their finances.
• Identifying their family values and goals.
• They want to ensure their children are taken care of if something happens to them.
• Desire encouragement and understanding when it comes to communicating with an ex-spouse.
• They want to ensure that all divorce decree responsibilities are met.
• They acknowledge “they don’t know what they don’t know”.
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