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
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.
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.
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.
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.
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Natalie Colley Quoted by AARP on What Divorced People Need to Know About Social Security
What Divorced People Need to Know About Social Security
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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.
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