Blend Wealth
As
both a Christian family and a blended family, we understand what it's like to
have been broken and then redeemed. That's why we are on a mission to help restore
and encourage the family unit through wealth planning. We also know that in a
blended family, even when things are good, they are more complex. So, at Blend
Wealth we aim to help organize and simplify your wealth building journey.
You deserve to feel confident in your future so that you can spend more time
doing things that fulfill you. That’s why we partner with you to advise and
manage your finances, so you can focus more on your family. We help guide you
through accumulating wealth, protecting your wealth and ultimately transferring
your wealth; all for HIS glory. From implementing charitable giving, to saving
for your child's education, to planning for vacations - we're here to help
blend it all together so you can achieve true wealth.
At Blend Wealth, we define true wealth as having deep, meaningful,
relationships combined with the financial freedom to pour into those
relationships. We take a collaborative approach to our process. We crunch the
numbers, educate you and make recommendations for you and your family to
consider. No jargon. No pressure. Just a straightforward approach that
prioritizes communication and helps you get from where you are, to where you
want to be, both relationally and financially.