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”.