Van Cleve Consulting
Van Cleve Consulting focuses on advancing financial planning practice through research-informed training on blended families and complex relationship dynamics.
Blended families present unique financial planning challenges that are often under-addressed in traditional training. Drawing on both academic research and industry experience, this work equips financial professionals with the tools to better understand, communicate with, and serve these clients.
Focus Areas
Financial planning in blended family systems
Estate planning complexities and unintended outcomes
Financial communication and relational dynamics
Financial infidelity, trust, and boundary management
Integrating behavioral and relational insights into planning practice
Approach
This work bridges research and practice. Training is grounded in empirical findings, theoretical frameworks, and real-world planning experience, with an emphasis on practical application.
Programs are designed for financial planners, advisors, and organizations seeking to better serve clients navigating complex family structures.
Engagement Options
Professional training sessions
Conference presentations
Continuing education content
Custom workshops for firms and organizations
For inquiries about training, speaking, or collaboration, please reach out via the contact page.
© 2026, Mikel Van Cleve