Your Needs

  • As a divorcee, you need to figure out finances in your new life.  
  • You need to balance short-term cash flow needs with long-term goals, so that assets are drawn down too quickly.
  • You need to determine affordability of your life, given the change in income and potentially job situation.
  • You need to be sure your assets are invested appropriately given their time horizon, which may have changed.
  • You need to ensure that your interests are considered when assets are divided.

Our Solutions

  • Cash flow / affordability assessment
  • Tax considerations regarding splitting of assets
  • Income planning
  • Consolidation and management of assets
  • Re-assessment of long-term goals

Contact / schedule

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