Planning Built For Blended Family Life sm

Create a Big-Picture Financial Plan to Help Blend Your New Family

We are here to help you:

Make day-to-day
decisions easier

Discuss and plan for the big opportunities

Create a unified vision for
financial success

This Time Of Your Life Should Be Exciting, Not Stressful

As a blending family, you may feel:

  • Unclear how to merge the finances of two families with differing financial values, backgrounds, and obligations

  • Worried about the potential for conflict

  • Wonder how to handle money “fairly”

We believe blending a family can be challenging enough; blending your finances doesn’t have to be.

Align Your Financial Decisions

Our goal is to help you:

Know your trajectory:

Have a clear vision for your family and a plan to make it happen.

Release stress:

Design a system to manage your cash flow and ease day-to-day stress.

Move forward together:

Make financial decisions that move you in the same direction.

We Understand Your Desire to Create Something Remarkable for Your New Family

  • We provide a life-centered approach to help couples bring their families and finances together.

  • Our founder has a blended family himself.

  • Our process includes understanding your individual money histories and values to more easily bring them together.

Guidance to Help Unify Families and Finances

It’s challenging to merge the finances of blended families with differing financial values, backgrounds, and obligations in a way that works for all family members. This leaves you uncertain about whether you are handling money "fairly." At Endurance Financial Group, we help couples like you blend your finances by creating a clear vision for your family and a plan to make it happen.

How to Work With Us

Step 1

Schedule a 30-minute introductory call to determine a mutual fit.

Step 2

Set up a discovery meeting to discuss values and goals, and develop a high-level plan.

Step 3

Sign the agreement to begin implementing a unified strategy for your finances.

Are We a Match?

You want to partner with a financial advisor whose expertise is working with people like you. We may be a good fit if you:

  • Are a blended family seeking a clear vision for your family and a financial plan to make it happen

  • Want an ongoing relationship with a financial advisor to help you stay on track and manage your investments

  • Have investable assets of $500,000 or more

Take the First Step—Schedule a Call!

Are you ready to stop worrying about the potential for conflict as you blend your finances? Take the first step to creating a clear vision for your family and a plan to make it happen by scheduling an introductory call.