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Sydney Riccio

(949) 788-1817

Second Marriage Roadmap

Managing finances and managing marriage can both be difficult tasks.  If you are in a 2nd or 3rd marriage, extended families and children, disparities in wealth, changes in roles and countless other issues can complicate things.   


We work with couples to help them come together with  new and jointly defined financial goals using our proprietary process.


The Second Marriage Roadmap can play a vital role in helping families come together.  We have several face to face meetings where we:

  • Attend 2nd Marriage Workshop,
  • assess the current situation,
  • define common goals, 
  • create a joint vision,
  • implement the agreed strategy ,
  • provide ongoing assistance.