Divorce Financial Planning Process

Our 5-step Plan • Grow • Protect® Approach

Listen and Learn

about where you are in the divorce or separation process We will review all financial information in relation to your goals. and offer insight into critical financial issues that can arise before. during and alter your divorce.

Analyze and present

your divorce financial plan that fully addresses your current and long-term financial needs with a focus on child support, spousal maintenance and assets.

Divide and execute

the settlement agreement in order to ensure all financial aspects of the divorce decree are distributed correctly.

Implement

your customized portfolio and select the best investments tailored to achieve your goals identified in your full-life picture financial plan.

Review and re-confirm

portfolio performance and all life changes to ensure that you are on track to meet your goals and are financially secure. Discuss life changes and know your portfolio can support you.

Discovery

Listen and Learn

Listen and Learn

about where you are in the divorce or separation process We will review all financial information in relation to your goals. and offer insight into critical financial issues that can arise before. during and alter your divorce.

Settlement Proposal Analysis

Analyze and present

Analyze and present

your divorce financial plan that fully addresses your current and long-term financial needs with a focus on child support, spousal maintenance and assets.

Separation of
Assets

Divide and execute

Divide and execute

the settlement agreement in order to ensure all financial aspects of the divorce decree are distributed correctly.

Tailored
Investment & Financial Plan

Implement

Implement

your customized portfolio and select the best investments tailored to achieve your goals identified in your full-life picture financial plan.

Progress
Meetings

Review and re-confirm

Review and re-confirm

portfolio performance and all life changes to ensure that you are on track to meet your goals and are financially secure. Discuss life changes and know your portfolio can support you.

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