Be Splendid While Blended

Financial Advisor to Remarried Baby Boomers with Blended Families

I'm Anne Marie Webster, CFP®

I’m an independent, fee-only, fiduciary CERTIFIED FINANCIAL PLANNER™ based in Lewisville, NC virtually serving clients across the country. I create comprehensive financial plans and manage investments for remarried baby boomers with blended families that want to work collaboratively with a trusted advisor.

Investment Management

Comprehensive Financial Planning

Hourly Project Work

Baby Boomers are my Jam

You’re remarried, over 50, and happy about your future with your partner. You could use a traditional financial plan as a couple but there are other issues to untangle. Maybe money was a pain point in your prior marriage, and you want to do things differently this time. Maybe there is an age difference between you and your spouse, and you want to plan accordingly. Whatever the situation, you’re ready to seek the advice of an experienced and credentialed pro. 

Just a Financial Issue?

Money infiltrates every aspect of your life. I help couples talk about the touchy stuff and design a collaboratively crafted financial plan that serves as a guidebook for when things go as planned and sideways. I have worked with numerous non-traditional families and love to see an energy shift when we communicate directly about issues that have been weighing on them. Holistic financial planning promotes personal and marital harmony.

Ready to Get Started?