I learned the hard way to keep “love” decisions separate from money decisions. My advisor became one of my biggest advocates, and now I’m on the right track.
Divorce impacts every aspect of life, ranging from parenting to living to financial arrangements. The journey involves establishing your financial independence from your spouse. We can help you navigate your new financial life as you plan and complete the divorce process. Let us help you gain clarity about your finances and emerge with confidence for the next phase of your life.
After her divorce, Michelle was ready for a change. Michelle wanted a female advisor she could talk to. She was smart, independent and successful. However, she didn’t feel confident making complicated financial decisions. She felt like she needed someone who could take the time to explain things, without pressure or conflicts of interest. We:
Completed a discovery meeting and found she had new passions and interests for life
Simplified and consolidated her investments
Created a one-page financial plan, relieving much of Michelle’s worry
Agreed to a custom communication plan, just right for Michelle
Helped her with her mother’s financial situation
Advised her on other life issues, including keeping her finances safe
Deliver ongoing investment management advice
Michelle says, “I need someone to talk to about financial issues. Who else do I have? My advisor at A&I is a huge help, and a good friend!” Although the divorce was expensive, it is past. Her financial advisor gives Michelle confidence that her future is bright.