AFTER-DIVORCE TRANSITION PLANNING 


There is no greater time for financial planning than after divorce. 

We strive to provide you with peace of mind and restore order as you move into this new phase of your life.  We will help you create a plan for your future including cash flow planning, investment placement, tax planning and estate preservation. 

We help those after divorce move the assets into your name, assist with facilitating your Qualified Domestic Relations Order(s) (QDRO's), monitor stock options as they vest and are awarded to you, and help you invest the funds you were awarded in a way that fits your goals and needs.    

We will help you create your own accounts and move the funds you were awarded into your own name first. 

Then, we help you determine what type of investor you are and implement an investment strategy appropriate for your needs, wants, risk tolerance, time horizon and goals.  

We can professionally help you as well as personally – we have been there ourselves.  We understand exactly what you are going through!  

We strive to provide peace of mind and restore order as you move into this new phase of your life.

We can help you move the assets you were awarded to your name, assist with facilitating your Qualified Domestic Relations Order(s) (QDRO's), monitor stocks as they vest and are awarded to you, and help you invest the funds you were awarded in a way that fits your personality, goals and needs.  

We also specifically help with stock units awarded as they are vested and options as they vest and are exercised.

We can (if wanted) communicate with your ex-spouse on your behalf so you do not have to deal with the financial issues if you do not want to.  We will also monitor and assist with Qualified Domestic Relations Orders (QDRO's) for awarded retirement and pension plans.   

For those wishing to use us for investment management we will facilitate all of the paperwork transfers, handle the phone calls on your behalf and manage your assets once they are in your name.  We help you move into the new phase of your life with confidence, strength and knowledge of what you can comfortably and safely spend each month, how you should invest and what your future will look like related to your finance.