Divorce changes more than relationship status. It reshapes income, expenses, assets, and obligations. You may be managing money on your own for the first time in years, adjusting to support payments, or making decisions about housing, work, and children all at once.
Our role is to help translate legal agreements into a financial plan that works in practice. We start by organizing accounts, debts, and cash flow, then build a strategy aligned to your new reality. That includes reviewing what you received in the settlement, how long support may last, how taxes may change, and what it can take to stay on track for long-term goals like retirement.
When providing investment advisory services, we act as a fiduciary. We do not replace your attorney, and we do not provide legal advice. Instead, we coordinate alongside your legal and tax professionals and provide ongoing guidance so you’re not left reading a settlement document and trying to make the numbers work month after month.
Many people leave a divorce with joint accounts still open, outdated beneficiaries on insurance policies and retirement plans, or a budget that no longer matches day-to-day reality. Others underestimate the tax impact of support or overlook the long-term costs of keeping a home that’s expensive to maintain.
We help you address these items step by step. That can include closing or retitling accounts, updating beneficiaries, reviewing cash flow and withholding, and stress-testing your plan against changes in income or support. The goal is a clearer financial picture and fewer avoidable surprises over time.
