Divorce Financial Planning

Divorce is an emotionally heightened time when you're forced to make pivotal decisions regarding your future. With a myriad of issues to sort out, it can affect every aspect of your life - especially your finances. This is where divorce financial planning can help.

Planning is a critical step in every settlement that begins the moment you and your significant other choose to part ways. By starting the divorce planning process as early as possible, you may be able to avoid some of the common mistakes people make and help make a smoother transition as you begin your new life. The goal of divorce financial planning is to improve the accuracy of financial data and achieve settlements in a timely manner.

With a Certified Divorce Financial Analyst® (CDFA™) on our team, we strive to serve as your wealth advocate, explaining complicated aspects of the decisions you face and empowering you to make confident choices. To help thoroughly prepare you for making the many critical decisions that will shape your future, we lead you through a disciplined process, which is designed to help you:

  • Forecast the long-term effects of your settlement
  • Create a long-term plan for your financial future
  • Better understand your current and future financial picture
  • Minimize taxes and legal fees
  • Maximize marital assets

Divorce is a stressful, emotional, and overwhelming life event. We believe you can feel more confident and in control of your options knowing you have an experienced advocate who can help you understand the overall impact your settlement will have on your life. While it is best to have this information before consulting a lawyer, working with a Certified Divorce Financial Analyst® is a benefit at any point in the process. After your divorce is finalized, we can continue to guide you through comprehensive wealth management and advanced planning as you transition into your new life.