Are you thinking about or in the process of getting a divorce? What steps can you take now to protect your financial well-being?
At TrinityPoint Wealth, we specialize in divorce financial planning. In fact, Lise Robinson possesses the CERTIFIED DIVORCE FINANCIAL ANALYST® (CDFA®) designation. As such, she can help you navigate the financial issues and complexities that need to be addressed, so you can take the next step toward improving your life.
It is important to consider the financial realities of divorce before, rather than after, the final papers are signed. We will evaluate your entire financial picture to help you arrive at a fair and equitable division of assets and liabilities, with a reasonable expectation of income and expenses going forward.
Working with you and your attorneys, we will provide data analysis that shows the financial effect of any given settlement. This includes identifying tax consequences and potential issues in dividing complex or illiquid assets and investments, analyzing pension and retirement plans, determining if you can afford to remain in your home and understanding the short- and long-term effects of dividing property.
Once the divorce is final, we will continue to provide you with financial guidance and asset management. Given how drastic life can change after divorce, we tailor our services to both the short-term and long-term. Our ultimate goal is to help you achieve peace of mind with a financial plan for the future and the knowledge that you’ve made the best possible decisions for yourself and your family.
Having worked with many clients through divorce, we intimately understand the struggles that come with that transition. Through every step of the process, we use patience, understanding, and clear next steps to make the process smoother for you and any parties involved. To learn more about divorce financial planning, get in touch with us via phone or email to get started!
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