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We specialize in providing the guidance and support needed during these critical financial adjustments. Our focus is on seeking to ensure your financial well-being is both maintained and optimized.
Whether you’re managing the financial implications of a divorce, stepping into new financial responsibilities, or reassessing your financial plans after losing a partner, our service is rooted in a commitment to personalized guidance and deep understanding.
Our advisors are equipped with Certified Divorce Financial Analyst (CDFA®) and Certified Financial Planner (CFP®) certifications. We ensure that you receive informed and strategic financial analysis and planning, as well as in-depth asset and liability management that addresses all facets of your financial changes.
We make an inventory of all assets and holdings, as well as a full assessment of all debts, to provide us with a clear picture of where you currently stand. This is a crucial point of knowledge if you are serious about getting to where you want to be tomorrow.
We provide objective advice to enhance your financial stability and align with your long-term goals. We also can help you with a potential divestment property strategy.
For most people, a large percentage of their net worth is associated with their retirement account. That’s why we have a comprehensive review of your retirement plans to evaluate if they meet your adjusted financial goals.
Along with your CPA, we will focus on any new tax strategies that can be implemented to minimize tax liabilities and optimize financial well-being.
We pride ourselves on clear and direct communication, making our client relationships as transparent and personal as possible. Recognizing that each client’s situation is unique, we provide customized financial strategies that are enriched with empathy and an understanding of the emotional and practical complexities involved in managing significant life changes.
Our planning is highly personalized, reflecting a deep understanding of your specific needs, goals, and circumstances. This tailored approach ensures effective and meaningful financial strategies.
Our advisors possess knowledge essential for effectively managing the complexities associated with financial upheavals such as divorce, the transition to becoming the primary financial decision-maker, or estate re-evaluation after a bereavement.
Our ultimate goal is your enduring financial success and peace of mind. We are dedicated to supporting you through immediate challenges and strategically planning for your future prosperity.
Significant financial changes require guidance and careful planning. With our team, you gain more than financial advice; you gain a partnership committed to your long-term financial well-being.
* According to the Institute for Divorce Financial Analyst: The Certified Divorce Financial Analyst (CDFA®) Program is designed to prepare recipients on the financial aspects of divorce. For many clients, divorce is the largest financial transaction of their lives. The role of a CDFA® professional is to address the special financial issues of divorce with data to help achieve equitable settlements.