Loading planner profile...
My Approach
Financial planning isn't one-size-fits-all, especially for blended families. I specialize in helping married couples who have come together mid-story—each bringing their own financial history, experiences, children, responsibilities, and dreams for the future. Blending two financial lives involves more than combining accounts or making investment decisions. It means navigating questions about fairness, transparency, family obligations, retirement, and legacy while building a shared future. My approach is grounded in a simple belief: money should support the life you want to build together, not dictate it. I help couples move beyond the numbers, have meaningful conversations, and make thoughtful financial decisions that bring greater clarity, unity, and confidence to their lives.
The Clients I Serve
Business Owners, GenX, Remarried/Blended/Stepfamily
Major Milestones I Specialize In
Early Retirement or Financial Independence, Getting Married and Starting a Family, Retirement Planning
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
At Blended Family Financial, we specialize in helping married couples in blended families bring their financial lives together with greater clarity, unity, and confidence. Blended families come together mid-story. Each spouse brings a financial history, existing accounts, prior relationships, children, responsibilities, expectations, and ideas about what money should do. That is why our process does not begin with investments, spreadsheets, or a list of financial goals. We begin by understanding the people behind the numbers. Our proprietary Planning Built for Life® process starts with your values, money history, dreams, and the life you are trying to build together. From there, we help you create a shared financial vision and develop a coordinated plan for the decisions that support it—including retirement, investments, taxes, estate planning, cash flow, real estate, and the financial questions that often arise when two families become one. Clients can expect thoughtful conversations, clear explanations, and a planning relationship designed to involve both spouses. Our goal is not simply to create a financial plan. It is to help you build a financial life that reflects what matters most to both of you—and gives you a path forward you can navigate together.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.