Financial planning for life after divorce

When life brings unforeseen challenges, such as spousal separation or divorce, making decisions can feel overwhelming.

We are experienced to specifically focus on helping you establish financial independence, regardless of your prior role in managing household finances. Hiring the right team of professionals is critical to protecting your wealth and coordinating your financial affairs during this difficult period and for years to come. We serve as a partner in getting your finances back on track and preparing you for the next chapter of life. Our goal is to help you proceed with confidence.

DIVORCE-SPECIFIC SERVICES:

• Asset retention analysis: Determine which assets to keep based on tax implications and investment returns.
• Mock retirement projections: Create projections to understand the assets or maintenance needed to achieve your retirement goals.
• Tax impact assessment: Collaborate with your CPA to evaluate the impact on your tax situation.
• Estate planning: Implement new estate planning documents tailored to your needs.
• Beneficiary evaluation: Review and update beneficiary statuses on existing life insurance and long-term disability policies.
• Asset division: Ensure the division of assets aligns with the divorce decree.
• 529 Plan contributions: Plan future contributions for dependents’ 529 plans.

We work with you to develop a tax strategy for the future, taking into account changes in your financial situation and goals.