People affected by Divorce

Fact: about half of all marriages end in divorce. Typically, one of the spouses will take a more active role in managing the family's finances, putting the other partner at a considerable disadvantage following the divorce.
Many family law attorneys see the advantage of including a financial advisor early in the divorce conversations.  We:

• help prepare the financial information the attorney will need
• review information provided by the other spouse
• assess the marital assets subject to equitable distribution
• address tax issues
• construct a Family Financial Model to evaluate various settlement options

We work as a team with our client's attorney and other advisors to ensure the best possible outcome.  A financial advisor with expertise in the unique issues of divorce is vitally important, considering the long-term ramifications of the decisions.

• She planned to retire at 55. But now, what she'd not planned, the breakup of her marriage.  Her call to us reflected the anxiety and the difficult decisions we all face when plans go awry.  Would she be able to remain in her home?  How would they provide for their child's college expenses?  Read More.