Client Centered

Separation from your spouse can be a very emotional event. Unfortunately, there are numerous financial decisions related to this process, but we can help.

Whether you are in the middle of the divorce process or recently divorced, we can help you:

  • Sort through all of the details to help make certain you get what you need to financially sustain yourself in the years to come.
  • Understand the details and help you make the necessary decisions related to a budget and asset separation.
  • Determine your risk tolerance for the investments you receive.
  • Partner with you after the divorce to help you stay on track with your financial plans, proactively manage your investments, and so on.

We will encourage you to have us work closely with your other advisors (e.g., attorney and CPA) to help provide you with the best outcome possible.