James & Olivia – Blended Family, Shared Future
Who they are:
James (70) and Olivia (62) recently remarried. Each has children from previous marriages, and they’ve worked hard to build trust in their new life together. But now they’re navigating how to blend their financial lives—and plan their retirements and a legacy that feels fair but also respects their past.
What’s on their mind:
- “How do we manage money together while honoring what we’ve built separately?”
- “What happens if one of us passes first—how do we protect each other and our kids?”
- “How do we avoid conflict down the road?”
- “Can we build a joint vision without stepping on landmines?”
How we helped:
We led with conversation, not charts. We listened. We helped James and Olivia articulate their values and concerns individually, then crafted a financial plan that balanced joint goals with individual legacies. We led conversations with their estate attorney to structure thoughtful estate plans that were both strategic and sensitive. We helped them fill their Everplan portal to ensure all important aspects of their lives are ready to be picked up by their heirs.
Haas Financial Group insight:
Money isn’t just math in blended families—it’s memory, meaning, and emotion. We helped James and Olivia navigate this terrain with clarity, care, and respect—so they could build forward without leaving loose ends behind.
