Divorce Planning

Divorce can significantly affect your overall financial picture, including income, expenses, assets, and retirement savings. From an investment perspective, it’s important to reassess your goals, update your budgets, and re-evaluate your portfolio strategy once household finances change. While legal and tax professionals address issues such as property division and tax filings, we focus on helping clients adjust their investment and savings strategies to stay aligned with long-term objectives.

Our role is to help you understand the financial implications of the choices you may face during and after divorce. We do not provide legal or tax advice, but we can model how different scenarios—such as changes in income, savings rates, or asset transfers—may affect your ability to reach retirement and other goals. We also help ensure that investment strategies remain consistent with your new financial situation.

Yes. Divorce often requires adjustments to accounts and beneficiary designations. While attorneys and tax professionals handle the formal division of retirement assets, we help clients review how these changes may affect long-term projections. This includes reassessing contribution strategies, withdrawal timelines, and portfolio allocations to keep you on track toward your goals.

Post-divorce, it’s common to have a new set of financial priorities. Some clients may need to rebuild emergency savings, update investment objectives, or plan for retirement with revised income and expense assumptions. While estate, legal, and tax questions are handled by the appropriate professionals, our focus is on making sure your investment plan reflects your updated goals and circumstances.