Planning Through Divorce
Although divorce can create unexpected and uncomfortable financial complexities, a trusted advisor can ease the burden of these life transitions. Your advisors will help design your unique wealth strategy by discussing relevant wealth planning elements such as transitions, income generation, cash flow & budgeting, asset structure & location and debt optimization.
What You May Be Thinking
- How will I handle current debts and those incurred while separated?
- Will divorce affect my standard of living and long-term goals?
- What impact will my decisions today have on my financial future?
- How can I control or minimize the cost and impact of divorce?
- How will I handle current debts and those incurred while separated?
Planning Through Divorce touches on these other important areas of planning used by Copper Leaf:
How Your Team Helps
Our priority is supporting you through times of transition by helping you:
- Understand the process and set expectations, as well as serve as a sounding board for financial questions.
- Coordinate plans and ideas with your professional advisors.
- Organize and update documents and key information.
- Assess settlement proposals and evaluate the future financial implications.
- Consider the financial impact of divorce, including the value of your assets, taxes and insurance.
- Adapt your investment plan as your ability, willingness and need to take risk may evolve.
- Reassess your goals, both short and long term, and identify your priorities throughout this transitional phase.
- Create a plan after the divorce that focuses on the future.
Please note that the information presented in this material is for general purposes only and should not be acted upon without first seeking professional advice. This material has been authorized by Focus Partners Advisor Solutions (FPAS), and CLF makes no representation or warranty regarding the accuracy of the information provided. It is being used with permission and was originally published by FPAS.
Copper Leaf Financial has established key strategic partnerships with elite financial industry leaders including FPAS. These alliances put us in the optimum position to help clients reach their personal and financial goals while retaining our independence. We are truly independent fiduciaries offering high-level services without being accountable to a large parent corporation unlike many of our competitors who attempt to pick stocks and outsmart the market. As a member of FPAS network of more than 140 independent wealth management firms we have strengthened our ability to help clients make the best decisions by providing them with ideas, insights, and intelligence from industry thought leaders. Through our strategic partnerships we are in a unique position to deliver comprehensive solutions to our clients. This is true wealth management.
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