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Specialties
Divorce & Finances
An excellent financial advisor looks objectively at various alternatives and provides you with a fresh perspective, lending direction where it may otherwise be unclear. You can benefit from hiring a professional with expertise in divorce financial planning.
Help is available to understand and take charge of your new financial situation. We can educate you on financial matters and teach you about planning, expense tracking, and investing. Most importantly, we can outline appropriate strategies to create a roadmap for your financial future and that of your family members.
One of the most prominent issues in divorce is determining the amount of maintenance and/or support needed to operate your household and care for any children of the marriage. You may need help calculating your independent income and expense figures required to maintain the standard of living you and your children experienced during the marriage.
Another complexity in divorce is the resolution of tax-related matters, such as settlements, asset transfers, and liquidity events. The desire to put the divorce behind them as quickly as possible frequently leads people to make quick decisions, further clouded by emotion, regarding asset distribution. An experienced financial advisor can help you adopt a long-term view at this critical stage in the process.
Senior Financial Executives
Senior Financial Executives tell us that they have little time to tend to their financial planning and investment issues. Sophisticated benefit plans with stock grants and options are an example of important items that often do not get enough attention. Additional areas of concern may be estate planning, tax planning, insurance needs review, and, most importantly, getting a sense of what will be required in order to retire with a desired lifestyle. While our clients work in sophisticated areas of finance, they may lack expertise in the different areas of a personal financial plan, or simply the time to execute it.
We can help you stay organized, develop a plan, and implement it over time at a pace of your choosing and with your priorities in mind. Knowing that you have a personalized plan and a partner who understands your values and situation may allow you to better focus on the areas of life most important to you.
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