As a Certified Financial Planner, we help those who have separated or divorced and who have remarried blending two families together. Our services are to help families transition steadfast and secure financially. We look to make certain all retirement goals are intact, identify any change in tax implications and evaluate the couple’s risk profiles and how they stand up with their current investment allocations/strategies.Most of my clients come to me when they are overwhelmed with their finances. Some common questions are:• Can we still expect to retire together at our specified ages or will we have to work longer?• When and what is the best age to start taking Social Security?• Should we consider converting Traditional IRAs to Roth IRAs? What is the best approach to do this?• Is it best to continue investing for the long term or should we look to preserve our principal during uncertain times?• How do we protect our family financially?The landscape continues to change for blended families and my clients. Just recently, most investments have become increasing more volatile and uncertain. Since each family has their own story to tell regarding goals and financial decisions, our team works with you on a continuous basis in order to provide a detailed, customized joint planning approach on meeting your newly planned objectives.Within just a few months of working with our newly blended family clients, they were able to feel at ease with a plan they can rely on.• Budgeting Works!• Understanding their overages and shortfalls when combining their financial assets.• Prioritizing their future goals and objectives.• Investment strategies that work in the short term versus the long term.How can I come alongside you and save you valuable time and money?You are most likely focused on growing, protecting and maximizing your wealth without realizing all the variants that get in the way.Yet you spend the bulk of your time worrying about cash flow, taxes, kid’s education and having enough money to retire comfortably and not nearly enough energy is spent on taking an epic vacation with your family, personal endeavors, events and get to enjoy what matters most to you.That’s where I come into play. I am here to organize your financial life while preserving your wealth, growing your assets, and reducing your taxes before and during retirement. If you are ready to find a reliable financial coach, I invite you to send me a message here on LinkedIn or schedule a quick 15-minute introductory call where we can chat about your specific needs.