Financial Strategies
for Life Transitions

Looking for Post-Divorce Financial Planning? You Found It!

Post-Divorce Financial Planning

After the divorce is complete, there are still several items that need to be addressed to solidify your new financial future. Creating a budget, changing beneficiaries and creating different “buckets” of money to address your new goals are only a few examples of the issues that we will focus on after the divorce. I have access to resources such as trust and estate attorneys, career coaches and any other professionals that can help rebuild your new life.

With ongoing support for up to a year after the divorce is finalized, my clients feel like they are back up on their financial feet quickly. I educate my clients on how to maintain their new lifestyle and give them the tools to build a new life in an efficient yet thoughtful way.

You’re through the hard part. Now it’s time to plan for a new and brighter future!

How We Will Work Together Post-Divorce

  • Review the final agreement to understand which assets need to be divided and how
  • Create a budget
  • Suggest strategies on how to approach changing beneficiaries, credit cards, bank accounts and other financial documents to accurately reflect the post-divorce information
  • Determine any gaps in monthly expenses and make a plan as to how to fill those gaps
  • Connect clients with the appropriate professionals for retirement and investment goals
  • Periodic check-ins to make sure that the new financial plan is working properly
  • Ongoing support for questions during the first year after the divorce as clients get settled into their new financial reality

College Planning Post-Divorce

After a divorce, there are still many things to think about when it comes to your finances, including how you will continue to support your kids and pay for things like college, together. The price of college is continuously rising and for those students that want to go to college, but are concerned about how to pay for it, I can support divorced or separated families by gathering their financial information, calculating their possible financial aid eligibility and then analyzing the data to create the most efficient plan for you to pay for college.

I can provide a side-by-side comparison of the schools that your child has applied to and how families can afford each school. I build a step-by-step plan with the family and/or separating partners to pay for college and minimize any debt after graduation. I have helped several families save thousands of dollars over the years.

I meet you where you are and take into account whether you have been able to save for college, your current assets and cash flow.

How We Will Work Together to Plan for College

  • Calculation of federal and institutional estimated family contribution (EFC) based on family’s finances
  • Evaluation of options to lower family’s EFC and financial aid options
  • Review of family financial data and creation of customized college financial plan
  • Provide cash flow, debt consolidation, and other applicable planning strategies to pay for college
  • Assistance with FAFSA and CSS Profile preparation/submission and other forms
  • Guidance through the appeals and negotiation processes (when applicable)
  • Student loan consolidations and debt management strategies

I can work with you as an advocate or with you and your separating partner as a neutral third party by the hour or as a set of bundled services. The best first step is to schedule a complimentary consultation to assess your needs and current financial situation.

Get the Financial Strategies You Need

Ready to get started? Request an in-depth consultation to review where you are in the process, clarify your financial concerns and the next steps for moving forward with your life transition.