Divorced/Widowed

Do you want the knowledge and tools to make sound decisions for your financial future? Do you want an accountability partner to help you achieve your goals? Are you ready to take control of your life but know you need a workable plan?

Then you would benefit from working with a Certified Financial Planner^TM.

Do any of these statements sound like you?

I'm angry that I have to handle the money alone.
I feel stupid when it comes to investing.
I want to keep things the same for the kids but I don't know if I can afford it.
Who can I trust to help me with all this?
I've never handled this much money before.
Will I have enough money to retire?
Should I sell the house?
I am worried that I will make the wrong decision.
Do I need to get a job?
Should I write a will? What is a trust?
I just don't think I can deal with all this.
Can someone just explain this brokerage statement to me.
I'm tired of worrying about money all the time.

If so, by working with a Certified Financial Planner (CFP^®) you will:

Be confident in your decisions with the knowledge and understanding of your current financial situation
Knowing that you do not have to make these decisions by yourself
Know you are in control of your finances with a plan in place for your future
Have confidence in knowing that you have an advocate who is always there to help

Let me help you:

Learn about the investments and accounts that you have.
Define your goals and recognize what it will take for you to achieve them.
Gain an understanding or all the options available to you
Design and implement a plan for your future.
Regularly review your finances to keep you on track for success.

Are you ready to take control of your finances?

Click here to sign up for a complimentary 30 minute consultation.

In the Process of Divorce?

Would you like to see what your financial future would look like if you accepted the current offer from your spouse? Do you want to understand all the financial terms and account statements? Do you want to be confident in the decisions you make? Are you ready to plan for your future?

If so, then you would benefit from Financial Divorce Planning.

As a Certified Financial Divorce Practitioner (CFDP), I would work with you during the divorce process to provide expertise on the financial consequences of property settlements, child support and spousal support. By bringing the skills of financial divorce planning to an emotionally charged situation, you would be given the necessary education and tools to make sound financial decisions for the future. It is important that you have a good understanding of your assets, cash flow, budgeting and possible tax implications of your choices.Using the powerful Family Law Software, I would help you prepare your Comprehensive Financial Statement. I would work closely with your divorce attorney to prepare detailed illustrations to educate you about the different options discussed during the negotiation process. To help you understand the long-term financial results of various scenarios, "what-if" examples would be used. These may include:

the division of property
child and/or spousal support amounts
keeping vs. selling the marital home
working vs. retiring

Services may also include valuing defined benefit pensions and working with your attorney on Qualified Domestic Relations Orders (QDRO).As a CFDP, I do not engage in the practice of law but work closely with your selected attorney. In this role, I also do not give investment advice nor provide financial planning services.

Are you ready to have an advocate help you through this difficult time?