A guide 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.
Maintenance payments. Shared custody arrangements.
Difficult co-parenting dynamics with ex-partners.
Questions about what's mine, what's yours and what's ours.
Decisions to make about who gets what, if one of you passes away.
Underneath it all - a sense of overwhelm.
Perhaps feelings of guilt, fear, & shame - experienced, but rarely, if ever, spoken out loud.
But still... Planning to do. Decisions to make about life and money.
This isn't really a money problem. It's a clarity and confidence problem.
And we're here to help you resolve it.
Take the first step
You first need to know where you are now.
The Financial Foundations Scorecard
The Financial Foundations Scorecard is a short, practical assessment 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 how to fix them.
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.
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The Financial Caddie provides financial education, guidance, and practical insight to help individuals and couples better understand their relationship with money and make informed decisions.
The Financial Caddie is not licensed as a regulated Financial Services Provider (FSP). We do not provide regulated financial, legal, or investment advice, nor do we sell financial products.
Where specific advice, implementation, or documentation is required, we may recommend or refer clients to appropriately licensed and qualified professionals.
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All Rights Reserved.