800.596.0253
Divorce is a significant life transition that brings a multitude of important personal and financial related decisions.
Get help minimizing common emotional and financial strains with solid preparation and an adaptable financial life plan.
By assessing your current financial situation, we can help you establish immediate and long-term goals that include an updated retirement plan. This will not only help you plan for the future but also manage your day to day lifestyle needs during this life transition.
How much income will you need for the lifestyle you desire?
Based on your assets and/or settlement, what trade-offs can you make to obtain the lifestyle you desire?
What tax implications do I need to be aware of pertaining to spousal and/or child support?
What are my priorities pertaining to future expenses such as my next home, college tuition for my children, healthcare etc.?
Will I need to go back to work and/or how much longer will I need to work to be prepared for retirement?
How much risk can I afford to take pertaining to my financial investments?
LifePrint® Advantage will help you understand what drives the emotions that create your financial mindset. Through a series of interactive discovery-based exercises, we will help you to align your decision-making with your ideal life.
By considering the bigger picture items in your life, together we can identify the priorities that need to be addressed. So you can move forward and make decisions with clarity and confidence.
Do I have enough and how much should I be saving?
Is my investment risk appropriate?
What types of insurance do I need?
How do I protect myself and my loved ones?
You were put on this earth to achieve your greatest self, to live out your purpose, and to do it courageously.
– Author Unknown
By learning together our work will result in an individualized life financial plan to help you live the life you desire.
We will proactively review and adapt your customized plan throughout the years as you and your family move through life with more clarity and confidence than ever before.
We provide you with the tools and technologies you need to view a real-time snapshot of your complete financial overview online 24/7.
Most important, we will be by your side to advise, answer your questions and educate you every step of the way throughout your divorce life transition.