Investment Management Services for Divorce

The divorce process can be overwhelming as you deal with the financial implications of the divorce in addition to the emotional distress. Financial advice early in the process helps you to approach a settlement that fully addresses your financial needs and capabilities.

Financial decisions must include both the immediate family needs and the long-term forecast. A clearer view of your financial future empowers you to make educated decisions. Our experience with divorce financial analysis helps to ensure a good, stable economic future and prevent long-term regret with financial decisions made during the divorce process.

We help you prepare for your post-divorce financial future as you consider the need to:

  • Recognize the impact of future pensions and the after-tax value of your assets
  • Manage your expectations for income and budgeting post-divorce
  • Consider the implications of the family home or your future residence
  • Know what assets you have and what they mean to you

We will work collaboratively with your divorce attorney as you look to put together a good team. Our initial discovery meeting is at no cost to help you evaluate your financial situation. We have significant experience with complex planning strategies as you look to divide assets and create your new financial future.

Relevant Blog Posts

Prenuptial Agreement: To have or not to have? That is the question!

We are pleased to have Doug Perkins as our guest author this week.  As a Certified Divorce Financial Analyst, I am brought in to help with the financial division of assets in a divorce. I also work with a number of clients who have survived a divorce and now find themselves in a new relationship. My recommendation […]