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.