A partnership to stand the test of time

Nobody plans for unpleasant surprises in life, such as divorce. With our team, you always have someone at your side to listen and help plan for all the good that can come next – with life as it is now and what it can be in the future.

A trusted partner. It’s important to have a good support group around you – and we are more than willing to be part of it. If you and your husband are already our clients, we already have great knowledge and familiarity with your financial situation, which can be extremely helpful.

Helping you prioritize. Separating your finances from a spouse has major financial implications – and they come precisely at a time of great emotional stress. There are also many decisions to be made regarding issues such as retitling of financial accounts.

Planning together. You may be afraid of outliving your savings or not having sufficient income each month to maintain your lifestyle. Or, you may be managing financial affairs on your own for the first time. We’re here to discuss the big decisions that come with change. We’ll help you address and resolve all issues and concerns, and sit down together to create a clear financial plan for moving forward.

A goal without a plan is just a wish.
Antoine de Saint-Exupéry