Divorce Planning

Going through a divorce can be one of the most stressful times you can encounter.

What may have started out as a wonderful relationship is no longer the case. People divorce for many reasons.  Sometimes people just grow apart and have different needs. Other times it is because of something really bad like abuse or an addiction. 

In either case, the divorce process can be extremely challenging. So, having the right people on your team can make all the difference.  Your team could consist of a good divorce attorney or mediator, a Certified Divorce Financial Analyst™ or CDFA™, and a good support system that includes a divorce therapist and a good friend or two who are willing to listen.

What we provide Pre-Divorce

  • A caring advisor that is both a Certified Financial Planner® Practitioner as well as a Certified Divorce Financial Analyst™
  • A process that helps ensure you have the information you need to obtain the fairest settlement possible
  • A streamlined approach to potentially save you time with your attorney or mediator
  • An independent perspective that works with you to determine a fair division of assets
  • Different scenarios so you can choose the best solution for you

Not currently working with an attorney, mediator, or divorce therapist?  We can recommend one.

What we provide Post-Divorce

  • A caring  advisor that is a Certified Financial Planner® Practitioner with years of experience in post divorce work
  • A process that helps ensure you are able to live the life you want
  • Our educational process surrounding your investments so you understand what you own
  • Different scenarios so you can choose the best solution for you
  • Ongoing guidance after your divorce is finalized to help you live a secure financial life

To read “The top 7 mistakes one going through divorce make”, please click here.

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