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Divorce Planning

Going through a divorce can be one of the most stressful periods in your life.

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 and stressful. 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 Financial Planner™ Practitioner and a Certified Divorce Financial Analyst™, and a good support system that includes a divorce coach, 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
  • Guidance after your divorce is finalized to help you live a secure financial life

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

What we provide post-divorce

  • A caring  advisor that is a Certified Financial Planner™ Practitioner as well as a Certified Divorce Financial Analyst™
  • A process that helps ensure you will be able to live the life you want
  • An educational process surrounding your investments so you understand what you own
  • Different scenarios so you can choose the best solution
  • Ongoing guidance after your divorce is finalized to help you live a secure and empowered financial life

10 Things You Need to Know Before Getting Divorced

Whether Your Divorce is Final or in the Early Stages, 

We Are Here to Help 


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