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Divorce Financial Planning
for Clarity and Control During the Divorce Process
Financial Guidance to Protect Your Financial Future
Divorce is one of the most disruptive life events, and financial decisions often arrive before you feel ready. Divorce financial planning helps bring structure to uncertainty so you can make informed choices around money, assets, and near-term needs while protecting long-term stability.
Our role is to provide steady, objective support as your financial situation changes. We help organize key financial documents, clarify financial considerations, and coordinate planning alongside the appropriate professionals when needed.
How We Help
Divorce financial planning brings structure to a complex divorce process, helping reduce financial stress and support informed financial decisions during a period of change.
We help clients gather and organize financial documents, bank accounts, joint accounts, and other assets so the full financial situation is clear before major decisions are made.
We help evaluate near-term cash flow, parental income considerations, and planning around child support payments so ongoing financial obligations remain manageable.
We help clients understand how retirement accounts, retirement savings, and retirement assets may be affected through divorce proceedings and how they fit into a long-term financial plan.
Divorce often brings tax consequences tied to income tax, capital gains tax, and asset division. We help clarify key financial considerations and coordinate with your tax advisor or tax professional as needed.
After a divorce settlement, we help clients focus on next steps such as budgeting, saving, and investing so financial stability can be rebuilt with intention and clarity.
What Changes After the Divorce Is Final
Once a divorce settlement is complete, focus shifts to implementation. Accounts are updated, assets are divided, and new financial responsibilities begin.
Health insurance coverage may change, child support or alimony payments may start, and insurance policies are often revised. Over time, attention turns to managing assets such as a primary residence, stock options, or business ownership, along with ongoing tax planning.
Our role is to help keep these changes organized and aligned with your long-term financial plan as life moves forward.
A Fiduciary Approach to Divorce Financial Planning
As an independent advisory firm, we provide objective, fiduciary guidance. While we do not offer legal or tax advice, we coordinate with your divorce attorney, tax advisor, and other professionals so financial decisions stay aligned with your broader plan.
Preparing for What’s Next
Divorce planning continues after the settlement. We help revisit priorities, update the financial plan, and move forward with clarity as a new chapter begins.
Contact our team to begin the conversation
