After going through a divorce, you may find yourself navigating a new financial landscape. The changes in your marital status can have significant long-term effects on your financial health, making it crucial to reassess and adjust your financial strategy. We’re here to help you take control of your financial future, providing guidance on managing your assets, adjusting to new income levels, and planning for a secure and fulfilling next chapter.
Our services include:
Following a divorce, it's essential to reorganize your finances to reflect your new situation. We assist you in evaluating your current assets, liabilities, and overall financial health. This process includes consolidating or separating joint accounts, updating account beneficiaries, and ensuring that all your financial documents are in order.
Your investment strategy may need to be revised to align with your new goals and risk tolerance. We provide advice on reallocating your portfolio, considering your current and future financial needs, and helping to ensure that your investments are structured to support your long-term objectives. Whether you need to be more conservative or can take on more risk, we’ll help you find the right balance.
Divorce can impact your retirement plans, especially if retirement accounts were divided during the settlement. We help you reassess your retirement goals, adjust your savings strategy, and explore new retirement account options. Our goal is to ensure that you remain on track for a comfortable retirement, even after a significant life change.
Post-divorce, your income and expenses may have shifted significantly. We help you create a new budget that reflects your current financial situation, allowing you to manage your expenses effectively and maintain financial stability. This includes planning for any changes in alimony, child support, or other ongoing financial obligations.
Divorce often requires updates to your insurance coverage, including health, life, and disability insurance. We assist in reviewing your current policies, identifying any gaps, and making necessary adjustments to help ensure you and your loved ones are adequately protected. This may also involve updating beneficiaries and exploring new insurance options that better suit your individual needs.
With your recent change in marital status, it’s important to update your estate plan to reflect your new circumstances. We’ll work with your attorney to revise your will, trusts, powers of attorney, and other estate documents to help ensure your assets are distributed according to your wishes. Updating these documents is key to protecting your legacy and providing for your heirs.
Divorce can have lasting tax implications, affecting everything from your filing status to deductions and credits. We provide tax planning strategies to help you navigate these changes, so that you can optimize your tax situation and avoid any surprises. Our goal is to help you manage your tax burden efficiently while taking full advantage of available benefits.
Life after divorce presents an opportunity to redefine your financial goals and build a new future. We work with you to develop a comprehensive financial plan that supports your aspirations, whether that includes buying a new home, starting a business, or investing in personal growth. Our holistic approach helps ensure that your financial plan is aligned with your new life goals.
As you move forward, your financial needs and circumstances will continue to evolve. We offer ongoing support and regular reviews of your financial plan to ensure it remains aligned with your objectives. Our proactive approach allows us to adjust your strategy as needed, helping you stay on track toward your financial goals.
- Our expertise
Specialized financial guidance from a CERTIFIED DIVORCE FINANCIAL ANALYST (CDFA®)
Comprehensive guidance on investments, taxes, estate planning, insurance, and philanthropy
Strategic, tax-efficient investment strategies with forward-thinking insight
