Financial clarity for couples
with blended & step-families
If you're in a blended or step-family and money is a source of stress, confusion or conflict, you're not alone - and you're in the right place.
When you got together as a couple, you didn't just merge children and households.
You merged histories, experiences, obligations and completely different ways of thinking about money.
Now there are complex and emotionally challenging decisions to make about life and money.
This is way more complicated than for 'normal' families.
We're a blended family too, and we know it's hard to keep up.
Join us on the journey...
The 3 big issues
... that we faced as a couple, and we promise to help you resolve.
Overwhelm!
Life and financial admin is heavy. You're 'behind'. It feels easier to ignore it, but you know you can't. There's too much at stake.
Discussing money is hard
You don't feel heard, or understood. Communication feels like conflict, and you're not sure why it's so difficult.
Will we be okay?
You're worried about the future, and specifically what 'having enough money' really means for you and your family.
This isn't really a money problem. It's a clarity and confidence problem that needs good decisions.
You don't want, or need, another financial advisor or broker telling you what products to buy.
You need someone experienced - unconflicted - and who gets it.
Take the first step
Find out where you stand financially - and what to do next.
The Financial Foundations Scorecard
The Financial Foundations Scorecard is our short, practical assessment that couples use to check whether the right financial foundations are in place.
Answer a series of simple questions and you’ll receive your results instantly. If gaps are identified, you’ll know exactly where to focus — and we'll show you how to fix them.
When you need help, we can help you.
It's free
It takes less than 5 minutes
You'll get instant results and feedback
There's no obligation to do, or buy, anything
Clear questions. Instant results. No judgment—just clarity. The Scorecard felt like a mirror, not a criticism, and showed me how to strengthen what mattered from the ground up.
Subscribe
We'll send our latest thinking, and details of events and updates.
The Financial Caddie® is not licensed as a regulated Financial Services Provider (FSP). We do not provide regulated investment advice, nor do we sell regulated financial products.
Where regulated advice and product intermediation is required, we may refer clients to appropriately licensed and qualified professionals.
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