Second Chance Partner
You’ve walked this road before and want your new marriage to start strong. We guide you in blending families, protecting children’s inheritances, and avoiding financial missteps.
You’re planning for a beautiful future, but you’ve seen how even the best marriages can fail — so you want to be prepared.
You’ve been through a marriage before, and it didn’t work out. Whether it ended amicably or painfully, you’re now moving forward with a new partner. You’re hopeful and ready for a fresh start, but also cautious — wanting to protect your children, your assets, and your heart. You want this relationship to thrive, but you also want to avoid financial missteps that could create stress down the road. You’re looking for guidance to blend families, protect your legacy, and build a strong financial strategy rooted in trust and transparency.
Meet Brooke & Dan
THE SECOND CHANCE PARTNERS
Brooke and Dan came from difficult first marriages and spent years rebuilding their lives before finding each other. They were hopeful about a fresh start, yet aware of how complex a second marriage with children can be. They wanted to blend their families in a way that protected their kids and avoided past financial mistakes.
WHAT WE DID:
We reviewed their assets and educated them about marital property law so they could determine what should remain separate to preserve each child’s inheritance. We helped them to articulate their decisions to their attorney so that a prenuptial agreement could be drafted that reflected their wishes. Our work was also helpful to reduce the complexity of their estate planning work when trusts were set up. We built forward looking budget projections to show how their combined finances could support shared goals without strain.
RESULT:
Brooke and Dan entered marriage feeling steady and supported. Their families were protected, their expectations were aligned, and they had a plan that balanced love with practicality.
TAKEAWAY:
Past experience brings wisdom, and a thoughtful plan can make a second marriage stronger and more secure.