Navigating Financial Complexities
From dividing assets to reevaluating retirement accounts and updating your estate plan, divorce can create a host of new financial questions. Our financial planners work alongside your legal counsel to help ensure decisions align with your long-term financial goals, not just short-term circumstances.
We help you think through things like:
- How will my income and expenses change?
- What’s the best way to handle retirement accounts or pensions?
- What tax implications should I be aware of?
- How do I protect my future while supporting children or loved ones?
A Steady Partner During Transitions
We don’t take sides. We provide financial insight and support, helping you approach decisions with confidence. Every situation is unique, and we tailor our guidance to what matters most to you; whether that’s staying in your home, preserving assets, or starting fresh.
Services include:
- A review of assets, debts, income, and expenses
- Guidance on dividing investments and retirement plans
- Coordination with your attorney on Qualified Domestic Relations Orders (QDRO) and account transfers
- Tax-efficient strategies to manage changes in income or filing status
- Planning support beyond the divorce, including budgeting, investing, and rebuilding
Planning for What Comes Next
Life doesn’t stop moving forward, and neither does your financial plan. Once the divorce is finalized, we continue helping clients adjust to their new normal, from updating beneficiaries and insurance coverage to reworking retirement strategies and estate plans.
We can help you:
- Rebuild a long-term financial strategy
- Establish investment accounts in your name
- Understand your new tax landscape
- Plan for your children’s future
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