Our Divorce Financial Planning Approach
Clients who need a divorce financial advisor generally come to us about halfway through the divorce process. If you have been referred to us, it doesn’t mean there’s anything wrong with your financial picture, but rather your attorney is trying to match you with a financial partner who can help you navigate the next chapter of your life.
Your divorce attorney is the point person on your strategy, and we advise you and work with your attorney on issues that will affect post-divorce finances.
Over two decades, we have helped divorced or divorcing clients move toward confidence, control, and freedom, with a goal of thriving after divorce. Having a guide who puts your needs foremost may help you move away from confusion and uncertainty and onto the path you want for yourself.
Through divorce financial planning, we can help you understand your options, the value of your assets, and the long-term financial implications of decisions made during the divorce proceeding.
Our warm style and the way we take time and care for people can feel just right after the formality of divorce proceedings. Divorce is a big transaction, and we want to put you in a position to make decisions that are good for you.
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Set yourself on the path you want for your financial future by working with a financial planner today.