Financial Planning Services:

Services for the Suddenly Single

We are not afraid of the emotions that loss brings. As professionals, we know what things must be done now, and what can wait. You can rely on us to help you through this difficult time.

Post-divorce planning

With 50% of marriages ending in divorce, many individuals will be faced with envisioning their life as a single person after the divorce is final. Once you have a property settlement agreement, we can assist you with post-divorce planning to help you manage your investments and determine if your new situation will require adjustments to your lifestyle.

Coping with the death of a spouse

Immediately following the death of your spouse, you will be faced with decisions that will have a significant and lasting impact on your future financial well being. In the period following your spouse’s death, you will be flooded with paperwork and likely feel pressured into making financial decisions quickly. It is important to do things one step at a time, at a pace that feels comfortable for you. We can help organize your affairs, identify any problems or issues, and prioritize the decisions that must be made.