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Divorce Planning

If you are considering divorce or currently going through one, you may feel emotionally overwhelmed. Overlooking financial issues is easy to do during this stressful time. However, it’s critical that you take an active role in managing your financial life now for the benefit of your future. At Motz Wealth Management, we can help guide you through the divorce process and lead you toward a path of financial wellness.

Our divorce financial planning services include both in-divorce and post-divorce solutions.

In-divorce services help you:

  • Evaluate tax ramifications of divorce settlement options and suggest alternatives
  • Calculate the tax impact to divide investments equitably
  • Manage alimony and child support in the most tax-efficient manner
  • Review the most tax-efficient way to divide personal property
  • Prepare for changes in employee benefit options
  • Make decisions about selling or keeping a house or other real estate
  • Advise on changes in tax status
  • Make decisions about joint accounts (including checking and credit card accounts)
  • Address shared debts

Post-divorce services help you plan for your future. As you complete your divorce, we help you with long-term planning issues, including:

  • Investment management
  • Cash flow management
  • Retirement savings
  • College planning
  • Purchasing a new home
  • Estate planning
  • Insurance needs and risk management

With our divorce financial planning services, you’ll receive:

  • One complimentary consultation
  • A comprehensive and customized financial plan
  • One meeting to discuss plan recommendations and answer any questions you may have
  • Up to two follow-up meetings with you and/or your attorney, as necessary*
  • Implementation of the plan
  • Regular portfolio reviews (quarterly, semi-annually, or annually)

*Additional meetings available at an additional cost.

The professionals at Motz Wealth Management are here to provide compassionate, balanced advice that will help you develop financial independence after a divorce. Contact us today to schedule your complimentary consultation.

Learn more about our  Divorce Financial Planning package.