Understanding

Widowhood and Divorce present special financial challenges.
You need special financial advice.

Significant life changes, whether they are expected or not, present unique short-term and long-term financial challenges. The emotional and financial concerns that accompany widowhood and/or divorce require thoughtful, practical, long-term solutions designed specifically for you.

Our practice is dedicated to working with individuals who are navigating through divorce or adjusting to the death of a spouse. We work with the client's attorneys, accountants, mediators and collaborative professionals to provide clarity and transparency on critical financial issues as they surface. We will help you take control of your financial life by guiding you through a unique process of identifying and understanding your individual values and goals, learning about your life and wealth perspective. We work with you to create custom financial solutions and strategies by isolating and analyzing your needs, wants, and desires through a written financial plan. Once your plan is implemented, we monitor the economy, stock market and your portfolio, recommending adjustments to rebalance and help protect your assets. Our goal is to provide you with the tools that empower you to make important financial decisions about your current state of affairs and into the future. Together, we help you make informed, confident, financial decisions.