Divorce Planning

New Challenges and Responsibilities

Divorced women face new risks and stresses. Two critical responsibilities are financial planning and investment management. Too often divorced women burn through their settlements or make poor investments. These mistakes are avoidable with proper advice and planning.

Common Divorce Questions

Will my post-divorce income cover my expenses?
Will I have to go back to work?
Can I afford to stay in my current house?
How do I manage and protect my settlement money?
How do I choose a financial advisor?
How do I plan for retirement? College tuition?
How do I ensure that I don’t run out of money?

Choosing a Financial Advisor

Stockbroker or Investment Advisor?
Determine if an advisor provides and emphasizes financial plans
Do they invest significant time learning about their clients before investing their money?
Do they specialize in women experiencing divorce?
Do they provide investor education?
Take the time to understand an advisor’s investment philosophy and determine whether or not it is right for you.
Ask them any question you have, no matter how basic.

Have a Question?

Thank you! Oops!