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My Approach
The Blended Family Financial Institute™ helps financial professionals better understand and serve blended families. Through professional education, practical resources, and research-informed guidance, the Institute connects knowledge with professional practice.
The Clients I Serve
Financial Professionals
Major Milestones I Specialize In
Divorce Planning, Getting Married and Starting a Family
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
Dr. Mikel Van Cleve, a blended family financial expert, founded the Blended Family Financial Institute™ to bring research into the financial decisions blended families face. The Institute offers practical resources for families and training for financial planners, counselors, therapists, and attorneys. Topics range from managing money across households to estate planning and inheritance.
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.