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.
The 5-Step Plan to Financial Independence
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
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
Divide assets and execute the settlement agreement to ensure all financial aspects of the divorce decree are distributed correctly.
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.
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.
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
If 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.
Divorce Planning Resources
Handling Financial Assets with Stacy Francis
Being able to handle financial assets in a divorce – knowing what the retirement accounts are and how they should be split, is an essential part of the divorce process.Read More
Natalie Colley Quoted by AARP on What Divorced People Need to Know About Social Security
What Divorced People Need to Know About Social SecurityRead More
Natalie Colley Quoted by Oprah Daily on Managing Finances After Divorce
Natalie Colley was quoted by Oprah Daily in an article about advising a recently divorced mom on how to manager her finances for the future.Read More