You've built two lives and brought families together, but money, that’s where everything can get tangled. Not just the money, but the family’s: his, hers, ours. Hoping children will all feel included & not sure how to really make that happen.
You may have opened accounts, updated wills, checked the boxes. And still, tension can linger in the air when you can't quite speak the same language when it comes to legacies.
Especially around (and after) the holidays, how laughter felt louder when all the kids were under one roof. But sometimes, a question about something as simple as a college fund, or who gets the family cabin next summer, would leave everything quiet. You like to think: “We’ll figure it out. We’re doing the right things.” Yet: how do you blend not just bank accounts, but dreams, values, and a promise that everyone belongs?
Spending evenings talking it through at the kitchen table. The numbers? Manageable. But what about feelings, the old loyalties, the new hopes, the tiny misunderstandings that sometime grows into silence? Without meaning to, can find yourself tiptoeing around sensitive subjects, hoping to keep the peace. And what you really want is a family that talks openly, that trusts the future will be fair for all of them.
So you get help - Not just with spreadsheets and signatures, but for someone to help them name the things that mattered most, and to show their family, each child, each branch of their story, that they’ll always have a place at the heart of it.
Enter Matt, with his unique brand of warmth and gentle questions. No lectures, no judgment, just a trusted friend ready to listen. Meetings with Matt don’t start with numbers, but with stories. He welcomes the family & helps create a space for real heart-to-heart conversations.
There may be spreadsheets, yes, but there was also space; space for sighs of relief, for awkward chuckles after someone shares a regret, for small jokes that slide in just when the conversation needs a little light. When the questions get hard, Matt simply listens, never rushing, sometimes letting the silence settle, knowing that sometimes the quiet says more than numbers can.
Matt’s guidance isn’t about assets. Its about feelings, your family values, hopes & what you worry about quietly in the night. He asks what you're afraid to lose. He helps talk about what each family member really wants, & how they hope every branch of the new family tree will feel, even long after they're gone.
Here’s what your journey together can look like:
Building trust and transparency: No secrets, no buried roots, just open, honest conversations about what you have, what you hope, what is still tender. Matt listens without flinching at the messy bits. He helps folks name things and own them, together.
Clarifying fairness: Maybe you sit together with colored pens, sketching out percentages and writing out “why” in the margins, a step that can make the numbers suddenly mean something more. You talk openly about all the children, about memories, about promises, making sure no one’s branch will ever feel weaker or less seen.
Facilitating understanding: Matt has a gift for finding the right words and metaphors; translating complex legal language into everyday conversation until everyone is nodding, feeling not just heard, but understood. He shares the tools, but also the confidence, to have those talks at home, around your own kitchen table.
In the end, the real outcome isn’t a bigger portfolio or shinier documents. Its peace & harmony in the family with a genuine sense of togetherness, clarity, and respect, all flourishing beneath the broad, loving canopy of their family. They can joke later & argue about whose turn it is to mow the lawn, but when it comes to legacy, it can feel open. There’s room for honesty and trust. That’s something you really can’t put a price on.
Because financial planning shouldn’t just be about paperwork and pie charts, it’s about creating space for honesty, empathy, and growth, so that your family’s story is stronger and your roots run even deeper.
At CWM, we believe every family deserves roots that support and branches that lift, so everyone can find their place in the sun.
If your family’s story sounds a little like this, you’re not alone. And if you ever want to talk (about more than just numbers) we’re here. Ready to listen, ready to help, and always rooting for you to cultivate clarity that lasts for generations.