Post-Divorce Financial Planning
In a time of change, it’s important to take a fresh look at your finances. We’ll take stock of your current situation, analyze your cash flow, determine financial goals, and set up a workable budget. From there we can review your investment allocation to make sure you are on track to meet your long-term goals, taking on an appropriate amount of risk, and not paying too much in investment expenses. We can also review what insurance and estate planning changes are needed to ensure you are fully protected.