Divorce
Divorce
Divorce is hard and painful. We are here to support you, be organized, and help you evaluate your choices through this transition.
There are three stages of divorce: preparing, common considerations, and rebuilding. We will help you focus on the long term, stay grounded, and help you through the transition of your life.

Tips for Managing Your Investments Through Divorce
What you need to know about splitting assets in divorce.
Create a new Financial Plan for life after the divorce. Understanding different types of assets, and the costs and taxes associated with each, can help you make informed decisions in a divorce.
- Evaluate your income needs after the divorce
- Dividing up taxable investment accounts
- Splitting retirement accounts
- Update account beneficiaries.
- Taxes and other penalties
- Create/update your Estate Plan, Trust, Will
- Close joint accounts
- Open new accounts
- Update insurance coverage & beneficiaries
- Check your credit score

What If Your Retirement Gets "Stolen"?
While this is a distressing time, it’s not the end of the journey but rather a time to pick up the pieces and start on your next voyage.
Learn how to respond if tragedy changes your well-laid plans.
What We’ll Cover:
- It can feel like a shipwreck
- Focus on the next peak
- Make key decisions by the inch
Your Future
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Decisions through this process can make a big difference. Let us share our years of experience with you. We're here and ready to help you.

Budgeting After a Divorce

What You Should Do About Insurance Following a Divorce
