Divorcing Individuals
Financial clarity through one of life's most difficult transitions.

Services for divorcing individuals
Divorce can be one of life's most emotionally and financially challenging events. Our advisors specialize in helping individuals—with complex assets, business interests or family wealth considerations—to navigate divorce with confidence. Whether you're in the early stages of separation or finalizing an agreement, we can help you feel more organized, empowered, and financially prepared with a solid foundation for the future.
Guiding you from start to finish
- We work closely with your attorney (or recommend one to you upon request)
- Learn all we can about your distinct situation, family, concerns, and goals
- Walk you through the divorce process and create a plan for moving forward
- Review the marital (and nonmarital) assets
- Evaluate settlement offers and recommend changes as needed
- Provide financial analysis to help determine when to settle and when to keep negotiating
- Retitle your accounts, manage cash flow, investments, and taxes
- Plan for your investments, insurances, college savings and more
- Measure your progress toward goals and help you navigate through any life changes