Divorce & Separation Financial Services

Divorce is a stressful and emotional transition.  Surrounding yourself with skilled and knowledgeable advisors will ensure you emerge from such a tumultuous time financially secure and in control of your future.

Our dedicated team of CERTIFIED FINANCIAL PLANNER™ professionals, Certified Public Accountants, and investment advisors utilizes a holistic approach—bringing together decades of retirement & estate planning, tax compliance, and investment advice—to prioritize your goals, simplify your financial affairs, and maximize all of your opportunities.

Taking Inventory of Assets

Identifying your assets is essential to your financial well-being.  We will create an inventory of your assets and liabilities by organizing your pertinent financial documents—including retirement accounts, investment statements, and tax returns.

 

Analyzing your Financial Needs

Ascertaining a clear picture of your present financial situation will allow us to analyze and recommend financial options so you can best maintain, if not improve, your pre-separation standard of living.

 

Understanding Your Options

Taking control of the divorce settlement process will improve your ability to get what you deserve.  Our team will work closely with your legal counsel to make certain the financial terms of your settlement are in your best interests, thereby safeguarding your financial future.

 

Prioritizing Your Financial Goals

Understanding your values, priorities, and the future you envision for yourself and your family will enable our team to develop a customized financial plan to bring your goals to fruition.

 

Monitoring

Realizing your financial priorities may change over time, your financial security depends on an ongoing relationship with your advisor.  Our team’s continued involvement ensures that your short-term needs and long-term goals are realized, and the appropriate adjustments are made as necessary.