Collaborative Divorce Planning

The end of a marriage is fraught with difficulties, and the divorce process can often exacerbate the pain. Whether you are considering or are currently going through a divorce, or you are newly divorced, we can help you navigate the financial issues of dividing assets and managing taxes, allowing you to move on with your life.

Regardless of the circumstances, we understand the concerns of men and women as they prepare for and go through difficult life transitions such as a divorce. Parting ways with a spouse is challenging both emotionally and financially. Careful planning can help clients navigate the process successfully. With all of the legal, financial and emotional complexities of a divorce, informed guidance and preparation can help protect clients’ interests in the short and long term.

We are here to support you during this difficult time, and assist you in making decisions that align with your goals and plans for your future.

Services Include:

  • Budgeting/Cashflow Management
  • Wealth & Investment Management
  • Banking & Lending Solutions 1
  • Risk Management
  • Retirement Income Planning
  • Social Security Optimization
  • Estate and Legacy Planning
  • Tax Planning
  • Distribution Strategies
  • Healthcare Planning

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    Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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