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Deciding to combine two families can be challenging and requires patience, but the result can be a strong, bonded, blended family that provides a place for everyone. Getting there means having a clear plan, communicating feelings and needs honestly, setting good boundaries, and being very transparent about the essential things.
The financial underpinning of family life follows the same playbook. You’ll need a plan to incorporate existing finances, respect financial obligations related to previous relationships, and create a structure to move forward together while protecting each other’s existing families.
Outlining a plan for how the situation will work is an excellent place to start. Think about it from the point of view of what you will do together and for each other. Some ideas to get started:
If you’re a financial advisor looking to grow your firm, we have you covered. Whether you’re a marketing expert or need the guidance and content to build your program, we’re here with you every step of the way.
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