Chase and Maria are getting married in the future and blending their families. They each are working with separate financial professionals shared with their ex-spouses and decided its time to begin dreaming and planning together and a fresh start. Chase is 45, a Sales Executive at a technology company with a college freshman son and high school sophomore daughter. Maria is 37, owns a lawfirm and has a 7th grade daughter. They would like to have one child together soon. Chase will be selling his home and Maria moving out of the rental and ideally building a new home together. This could get complicated.
Having blended family and divorce experience we can facilitate financial conversations on these complex topics with Maria & Chase and dreams for their new family together. We can also ease the financial transition from their previous advisors and create a fresh financial life plan with them.
All scenarios and names mentioned are hypothetical examples and have been created for educational purposes. Any resemblances are co-incidental.
The information presented should not be used as the basis for specific investment advice.