How We Help Divorcees Plan for the Future
Divorces can be messy and emotional, not to mention financially complex. Even the most amicable divorces lead to a number of challenging questions, including–
How will my retirement timeline be impacted by my divorce?
What changes do I need to make to my financial plan to ensure that I am financially secure both now and in the future?
What do I really want from life moving forward?
At The Planning Center, we help clients navigate their divorce with clarity and purpose. As your thinking partner, we will work together to explore possibilities and prioritize the seemingly endless stream of to-dos. As your trusted financial experts, we make sure you’re taking the necessary steps today to ensure your financial security tomorrow.
Navigating Important Decisions
The decisions you make during a divorce often have financial implications that last decades. You know it’s important to get them right, but it can be difficult to think clearly and properly advocate for oneself when emotions are running high. It is helpful to have an impartial expert and a sensible decision-making framework to guide you. We’re here to help you manage your divorce with confidence and clarity, as we’ve done for so many other clients in the past.
Managing Financial Complexity
Divorces are among the most financially complex life transitions. Virtually every component of your financial affairs– from budgeting, retirement planning, estate design, and more– must get revisited as you disentangle your financial life from that of your former spouse. The combined effect of these various considerations is dizzying, often leading to analysis paralysis. Fortunately, we’ve faced each of these questions before and are well-prepared to help you redesign your financial life, step-by-step.
You may eventually come to see your divorce as an opportunity for reinvention and creativity. Your focus will shift over time from what was to what will be. Ultimately, you get to decide what you want your “new normal” to look like. As financial life planners, we have the tools and training to offer you support and guidance as you craft an inspiring and compelling vision for your future.
Read more about a few hypothetical situations where we’ve helped medical professionals with their compensation to reach their goals.
Case Study 1
As a fee-only firm, we only get paid by our clients and receive no commissions or referral payments. Our clients know every penny they are paying to us for our services.
Case Study 2
Our team of dedicated tax professionals work with our clients and planners to make the tax planning process part of the comprehensive financial planning process
Case Study 3
12 Certified Financial Planner Practitioners, 3 Certified Public Accountants, and more, all here to serve our clients. Only 25% of financial advisors are CFPs and we hold ourselves to the highest standards.
Whether you are beginning your career, already enjoying retirement, or somewhere in between we offer the guidance and expertise you need to make the most of the journey ahead.
As a fee-only financial planning firm, we accept fiduciary responsibility and are committed to a comprehensive, evidence-based approach. Each of our team members works with a small group of clients to ensure you receive attentive service that is customized to suit your individual situation.
No matter what stage of life you’re in or which financial challenges you face, our experts are here to help you stay on track and make the most of the resources available to you.
We’d like to meet you!
Schedule a free 15 minute conversation and we’ll spend a few minutes getting to know each other so we can learn if what you are seeking and what we provide are a good fit for each other. If it seems like a fit, we’ll talk about next steps. If we’re not, we’ll help you find the right group for your needs.