Collaborative Divorce Planning

Divorce is brings so many unknowns and challenges, both emotionally and financially. Whether you are considering or are currently going through a divorce, or you are newly divorced, you need an empathetic team that you can count on to walk through this new phase of your life.

We simplify your financial planning process with careful planning to navigate the process successfully.

We Specialize In:

  • 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

Resources:

Investing involves risk and you may incur a profit or loss regardless of strategy selected.

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.