Financial Planning During Divorce

Schedule a Complimentary Consultation

Financial Security, Stability and Peace of Mind During Divorce

Francis Financial provides divorce financial planning that will help you establish financial stability in the wake of your divorce or separation. Whether you are thinking about divorce, starting the process, or nearing the end, our team of Certified Divorce Financial Analyst® professionals can answer any questions you may have, explain the ins and outs of the divorce process, remove any confusion you have about your financial future, and give you the tools you need to ensure you are protected for the long-term.

Our Approach

The 5-Step Plan to Financial Independence

Discovery Meeting

Discovery

Listen and learn about information specific to 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 may arise before, during and after your divorce.

Settlement Proposal Analysis

Settlement Proposal Analysis

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

Separation of Assets

Separation of Assets

Divide assets and execute the settlement agreement to ensure all financial aspects of the divorce decree are distributed correctly.

Tailored Investments

Tailored Investment & Financial Plan

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

Progress Meetings

Progress Meetings

Review and reconfirm portfolio performance to ensure you are on track to meet your goals. Address any life changes to see if your plan needs to be updated or your investments re-aligned to ensure long-term financial security.

The Benefits of Working with
a Divorce Financial Planner

If you are thinking about divorce, we can show you what your life will look like if you decide to move forward with the process. If you are going through divorce, we will work hand in hand with you and your team of divorce professionals to understand how the financial decisions you make during your divorce will impact your future. If you are at the end of your divorce, we will help you transfer the assets that you are entitled to over to your own accounts. We create and implement your customized financial plan and investment portfolio which considers all of the below.

INCOME

ASSETS

INSURANCE

EXPENSES

LIABILITIES

SEPARATION

child
support

Add-ons

spousal
maintenance

Social
security

Pension

Brokerage

Retirement

Employer
Stock (RSU/
Stock options

Private
equity

Business

Life
Insurance

Life &
disability

Long-term
care

Health

liability &
homeowners
Auto

Current

FUTURE

Unanticipated

Credit

Mortgage

Heloc

optimal
asset
Split

Tax impact

separate
property

Hidden
assets

Schedule a no obligation
complimentary consultation today

Schedule here

Francis Financial

Divorce Financial
Planning Firm

In your initial meeting with our team of Certified Divorce Financial Analysts®, we answer any questions you may have about the divorce process. We listen and learn about your finances and address your concerns, ensuring that you and your loved ones remain financially secure throughout your separation or divorce. Watch our video to learn more about our 5-step plan to financial independence.

Complimentary Resource Guide

Unveiling the unspoken truth

Unveiling the Unspoken TruthIf you would like firsthand insights into the challenges women face when going
through divorce, and the resources many divorced women wish they’d had,
download our resource guide here.

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Divorce Planning Resources

Stacy Francis Featured Article on Kiplinger: Is a Roth Conversion Right for You Before the Election?

Stacy Francis of Francis Financial explains how you might want to consider a Roth conversion, if you’re concerned about possible tax policy changes ahead of the 2024 presidential election.

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Stacy Francis Featured Article on Kiplinger: Don’t Let the Election Derail Your Investment Strategy

Stacy Francis of Francis Financial explores how although elections bring volatility, they rarely determine long-term market performance.

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Stacy Francis Featured Article on Kiplinger: RSUs: In Divorce, They’re Easy to Hide (or Misunderstand)

Stacy Francis of Francis Financial breaks down RSUs in divorce and how to understand them.

Read More
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