Women in Transition - Divorce and Widows

The Decisions in Front of You May Feel Overwhelming

What happens to my income?

Will I be financially secure?

What do I do first?

Whom can I trust to help me?

You don’t have to navigate this alone.

For decades, our team has helped women move through divorce and widowhood with clarity, strength, and a solid financial plan. We combine deep technical expertise with steady, thoughtful guidance — so you can feel confident about your future again.

You Deserve Steady Guidance During an Unsteady Time

If you are divorcing, you may be
facing:

Division of assets and retirement accounts
Understanding settlement options and long-term consequences
Questions around housing, budgeting, and future income
Updating beneficiaries, insurance, and estate plans
Rebuilding financial independence

If you’ve lost a spouse, you may be navigating:

Making big decisions while still grieving
Estate settlement questions
Investment and account transitions
Social Security and pension decisions
Required distributions and beneficiary updates
Tax changes and filing considerations

Decades of Experience When It Matters Most

Life transitions bring emotional weight and financial complexity, too. We understand that in these moments, you need both clarity and compassion, not one without the other. Our approach blends:

Comprehensive Financial Planning

Comprehensive financial planning expertise across investment management, retirement planning, tax coordination, estate considerations, and long-term cash flow design.

Divorce Financial Analysis

Experienced divorce financial analysis, including settlement modeling, asset division scenarios, and future income projections when navigating the end of a marriage.

Collaborative Coordination

Collaborative coordination with attorneys, mediators, CPAs, and other trusted professionals so that your financial decisions align with the broader legal and tax landscape.

A Steady Path Forward

Thoughtful, clear step-by-step guidance that allows you to make informed decisions without feeling rushed or overwhelmed.

You deserve advisors who understand both the emotional landscape and the financial realities of this chapter — and who have the experience to guide you through it with confidence. Our team includes Certified Financial Planners® (CFP® professionals) and Certified Divorce Financial Analysts® (CDFA® professionals), providing seasoned perspective and specialized insight during some of life’s most pivotal moments.

1-On-1 Service
Regular Updates and Newsletter
Calculate Student Aid Index (SAI)
Proposal to Lower SAI
Merit-Based Aid and Identify Opportunities
Highlight Financial Aid Friendly Colleges
Guidance on FAFSA, CSS, and more
Determine Requirements Per School
Awards Analysis
Evaluate Appeals Opportunity
College Pre-Approval Process
College funding Plan
Student and Parent Loans

$1695.00

Everything In Standard College Plan
College Savings Asset Allocation Review
College Savings Distribution Strategies
Tax Mitigation
Net Worth Statement
Debt Review
Asset Allocation Review
Risk Assessment
Investment Fee Analysis
Stock Option and Restricted Stock Strategies

Financial Clarity After Death or Divorce

The Decisions in Front of You May Feel Overwhelming

You don’t have to navigate this alone.

You Deserve Steady Guidance During an Unsteady Time

If you are divorcing, you may be
facing:

If you’ve lost a spouse, you may be navigating:

Decades of Experience When It Matters Most

Comprehensive Financial Planning

Divorce Financial Analysis

Collaborative Coordination

A Steady Path Forward

Trusted Resources for This Chapter

For Women Experiencing Divorce

Understanding Your Options: Mediation, Litigation, and DIY Divorce

Is Divorce Mediation Right for You? What to Know Before You Choose

The Divorce Process: What to Expect and How to Prepare

Financial Steps to Take Once Your Divorce Is Final

For Women Experiencing the Death of a Spouse

Navigating Financial Decisions After the Death of a Spouse or Partner

Understanding Grief After the Loss of a Spouse or Partner

Year-End Financial Planning After the Death of a Spouse

Understanding Taxes After the Death of a Spouse

You Don’t Have to Figure This Out Alone

Our Plans

Standard Plan

$1695.00

College Plan+

$1995.00

Financial Clarity After Death or Divorce

The Decisions in Front of You May Feel Overwhelming

You don’t have to navigate this alone.

You Deserve Steady Guidance During an Unsteady Time

If you are divorcing, you may be facing:

If you’ve lost a spouse, you may be navigating:

Decades of Experience When It Matters Most

Comprehensive Financial Planning

Divorce Financial Analysis

Collaborative Coordination

A Steady Path Forward

Trusted Resources for This Chapter

For Women Experiencing Divorce

Understanding Your Options: Mediation, Litigation, and DIY Divorce

Is Divorce Mediation Right for You? What to Know Before You Choose

The Divorce Process: What to Expect and How to Prepare

Financial Steps to Take Once Your Divorce Is Final

For Women Experiencing the Death of a Spouse

Navigating Financial Decisions After the Death of a Spouse or Partner

Understanding Grief After the Loss of a Spouse or Partner

Year-End Financial Planning After the Death of a Spouse

Understanding Taxes After the Death of a Spouse

You Don’t Have to Figure This Out Alone

Our Plans

Standard Plan

$1695.00

College Plan+

$1995.00

We are inspired by the power we have to make a positive difference in the lives of our clients and their families, and consider it an honor when someone chooses to work with us.

If you are divorcing, you may be
facing: