Making sound financial decisions during a

Divorce

Regardless of your individual circumstances and emotional state, one thing is certain — your life is about to change significantly.

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You will have to envision your life through a different lens, and having a clear view about your future financial life is essential so you can have peace of mind and plan for your new life.

You will have a lot of questions about things that either you never paid attention to before, or if you handled them, the results will change.

Questions you may have:

How much money will I need to maintain a lifestyle I desire?
Where will my income come from?
What will happen to the home and what is best for me?
How will we pay for our children’s education?
Which are the most advantageous assets for me to get in the divorce?
How do I best invest the assets that I now hold?
What can I do to reduce my income taxes?
Click here to see a sample of your financial life on a page
Click here to see a sample of our tax scenario analysis resource

Over our 25 years, we've worked with many clients both as they've gone through a divorce and post-divorce. We can attest to the sense of control and peace of mind that comes with the power of knowledge of your financial situation and its possible future.

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In light of a changing world, you may wonder what a reimagined vision for your financial roadmap might actually mean. It will take work on your part as we learn about you and your dreams, but we know from experience that for clients who are willing to go through the process, it is truly worth it and they emerge with a plan to increase their chances of success.

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Does this sound like you?

Let's talk

Navigating life together.

Building Wealth

Enjoying Retirement

Ready to Retire

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Life/Relationship Change

Sudden Wealth

Received an Inheritance

Fully.

Happily.

Comfortably.

We're committed partners, working alongside our clients to illuminate possibilities, create a financial roadmap, and help them pursue a quality life, reimagined.

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