Whether through loss, divorce, or sudden inheritance, you’re now stewarding wealth you didn’t expect to manage alone. The decisions feel weighty because they are. We understand both the responsibility and the opportunity, and we’re here to help you move forward with confidence.
Your financial life is being split in two, and you need someone who understands both the legal process and your long-term security.
Understand what you’re entitled to and how to protect your interests.
Divide retirement accounts, investments, and other assets fairly.
Plan your financial future as a single person or single parent.
Work with your divorce attorney to make informed financial decisions.
Lisa is 50, recently divorced after a 20-year marriage. She’s navigating a new financial reality: managing a household on her own, understanding what her settlement means for retirement, and rebuilding her confidence in money decisions.
You’re grieving while suddenly managing finances that were once shared. The last thing you should worry about is making the wrong financial decision.
Take inventory of accounts, assets, and what needs immediate attention.
Understand your new financial picture and monthly cash flow needs.
Make decisions about investments, insurance, and retirement planning.
Create a plan that honors your past while empowering you to move forward.
You’ve inherited wealth that comes with both opportunity and responsibility. You want to honor this gift while making smart decisions for your own future.
Understand what you’ve inherited and any tax implications.
Decide what to keep, what to change, and what fits your goals.
Integrate inherited assets with your existing financial plan.
Make thoughtful decisions without pressure to act quickly.
See whether giving aligns with how you want to use this gift.
We’re here to help make sure it does.
