Divorce and Finances
To make a graceful exit, you’ve got to have a plan.
No matter where you are in the divorce process, I can help. Keep scrolling to learn more about how I can support you before , during , and after your divorce.
Pre-Divorce Financial Planning
If you are contemplating a divorce or have just been served with divorce papers and don’t have a pre-divorce plan yet, you’re probably asking yourself:
- How can I financially prepare for a divorce?
- Am I going to be ok?
- Can I afford to leave my marriage?
- What should I do before I ask for a divorce?
When it comes to divorce and finances, having a plan before you ever utter “the D word” at home can help you arrive at a better outcome — I can help you accomplish that.
As a Certified Divorce Financial Analyst™ (CDFA®), I’m trained in the financial and tax implications of divorce, and I work with people in all stages of divorce to help them chart a graceful exit. This may be your first divorce, but it’s not my first rodeo. I’ll be here for you from your first contemplation of leaving to the signing of your divorce decree and beyond.
Plan a graceful exit from you marriage.
Call me directly at (713) 973-3814 or email me at email@example.com
Financial Planning During Divorce
Going through the uncharted waters of planning your divorce can be confusing and scary.
It is also one of the biggest turning points you will experience in your lifetime.
You’ll have to make important, permanent, and life-altering decisions about money. But you don’t have to make them alone.
As a Certified Divorce Financial Analyst™ (CDFA®), I’m trained in the financial and tax implications of divorce, and I will work with you and your attorney to help chart a graceful exit from your marriage.
I’m here to help you with items as basic as budgeting, or as complex as figuring out if the settlement offer from your soon-to-be-ex will sustain you after the divorce is final. Throughout the process I’ll be here for you with sound, compassionate guidance.
I’ll be there for you, with sound advice and compassion.
Post-Divorce Financial Planning
If you’re looking at freshly signed divorce papers and wondering what happens next, you are not alone.
With this new beginning come many new opportunities. It’s time to start answering the questions swirling in your head, like:
- How will I invest the money I received in my settlement?
- Do I need to adjust my lifestyle to allow for my reduced income?
- Can I still afford to save for the future?
- How much should I save for the future?
- Will I still be able to retire?
These are the most common questions we hear from clients just after they settle.
As a Certified Divorce Financial Analyst™ (CDFA®), I’m trained in the financial and tax implications of divorce, and I’ll help guide some of the key decisions you’ll make after your case is settled. As a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®), I’m trained in the areas of financial planning, insurance, investments, retirement plans, income tax, and estate planning — so we can address everything that comes afterward too.