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Post-Divorce Planning

The biggest question we get in post-divorce planning is:

"Am I going to be ok?"

By going through the post-divorce financial planning process with us, we help to answer that question and develop appropriate strategies to strengthen your financial foundation.


We can help you address the following issues:

  • When can I afford to retire?
  • What effects did the divorce have on my taxes?
  • How should I manage my finances now?
  • How do the Social Security Divorce provisions effect me?
  • How does the division of assets affect my financial goals?
  • What are my options with my QDRO award?
  • What do I need to do with my life insurance?
  • How can I protect my family going forward?
  • What don't I know?

 



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