⚡ ⚡ Going through a divorce is a highly emotional and financially complex time. As challenging as it may be, resist any temptation to use your divorce attorney for anything other than legal counsel and representation. ⚡ ⚡
Divorce lawyers have expertise in family law - that is what you are paying hourly rates for. Relying on them for financial planning or as an emotional outlet can rack up major transactional costs without providing qualified guidance in those areas.
Instead, assemble a diverse personalized support team consisting of:
💡 Divorce Attorney- For legal navigation, mediation, and overall case strategy expertise. Interview several until you find one you connect well with.
💡 Divorce Financial Expert - As you build your divorce support squad, prioritize finding an experienced wealth advisor who is Certified Divorce
Financial Analyst (CDFA ®️) and Certified Financial Planner (CFP ®️). We offer a financial education and specialized understanding of the financial complexities divorcing spouses face. This includes guidance on asset division, debts, budgeting, taxes and more tailored exactly to your situation.
Just as critically, the right-fit Wealth Advisor serves as an advocate focused specifically on your long-term financial well-being. We have your back through the turbulent divorce process while planning soundly for post-divorce life. The trust formed sets the stage for an ongoing relationship guiding your finances and investments into the future.
💡 Therapist - Specializing in separation, grief and life transitions. Provides emotional scaffolding that helps to see things clearly and make better decisions.
Resist overutilizing one provider when your emotional, financial and legal needs vary significantly during this major life change. Carefully allocating fees means working efficiently with the right specialists at the right times - and building trust that may lead to lasting advisory relationships post-divorce.
You don't have to go through divorce finances alone. As a divorced person and financial advisor, I understand the overwhelming concerns around assets, debts, budgeting and planning for post-divorce life. If you need guidance and to create a sound plan for your new chapter, I’m here.
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