We are here to help you:
Discuss and plan for the big opportunities
Create a unified vision for
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.
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.
We are an independent Registered Investment Advisor partnering with blended families in St. Paul, MN, and beyond. We help families combine their household finances in a unified financial plan that works for all members of the family while addressing any pre-existing family and financial considerations. We work with you to help you:
- Ease any feeling that are you are drifting and instead create a shared direction
- Feel excited to plan for all the fun things life has in store for your new family
- Prepare for future goals, like your retirement
Services are personalized to your needs but may include:
- Creation of a unified vision
- Goal development
- Cash flow management system for blending families
- Financial planning
- Cash flow analysis
- Education planning
- Tax planning
- Investment management
- Retirement income planning and distribution
- Insurance analysis
- Estate plan and beneficiary review
- Employer benefits review
How to Work With Us
Schedule a 30-minute introductory call to determine a mutual fit.
Set up a discovery meeting to discuss values and goals, and develop a high-level plan.
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.