Divorce Financial Planning with Clarity and Care
Guiding you through financial change
Helping You Move Forward with Confidence
The divorce process brings both emotional and financial challenges. We recognize that an equal division of marital assets is not always equitable, and our role is to help you find balance — protecting your future while targeting an outcome that supports your new household’s needs.
As fiduciaries, we serve as a neutral financial voice on your team, providing the objective analysis and strategic insight needed to support you and your attorney throughout the process. By examining each proposed settlement, we identify ways to improve outcomes and strengthen your financial position both now and after the divorce.
Our Divorce Planning Services
Analysis of Proposed Settlement Options
We assess each proposal to help you understand its long-term financial and tax impact.
Recommendation of Enhanced Settlement Options
When appropriate, we present alternative strategies that better align with your post-divorce financial goals.
Cash Flow and Spending Illustrations
We model your expected income, expenses, and assets to provide clarity on your financial stability.
General Financial Planning
We help organize accounts, update beneficiary designations, and create a plan for sustainable independence.
Investment Portfolio Analysis & Recommendations
We review investment allocations, liquidity needs, and new objectives to ensure alignment with your future risk tolerance.
College Funding Strategies
We assist in coordinating education expenses and funding responsibilities across new households.
When should I involve a financial advisor in the divorce process?
As early as possible. We can analyze proposed settlements, assess tax implications, and help you and your attorney structure outcomes that align with your goals.
Do you work directly with divorce attorneys?
Yes. We regularly collaborate with family law attorneys to provide financial analysis, cash flow projections, and strategic support throughout negotiations.
Can you help after the divorce is finalized?
Absolutely. We’ll help you realign your investments, establish new savings strategies, and create a comprehensive financial plan for your next chapter.
What if I need to understand the tax impact of my settlement?
We model the after-tax outcomes of settlement proposals to help you make informed decisions and avoid unexpected liabilities.
