Divorced Individuals

A financial advisor can play a crucial role in helping someone going through a divorce or who is recently divorced. After the emotional turmoil of a breakup, it’s common to feel overwhelmed and uncertain about how to manage finances. A financial advisor has the skills and knowledge to help guide you through this challenging time, allowing you to make sound decisions relating to your finances that will benefit you now and in the future.
Having personally experienced a divorce, I empathize with the multitude of challenges and uncertainties that accompany such a life-altering event. As your financial advisor, my primary focus is to provide you with the knowledge and understanding necessary to make informed decisions about your finances, ensuring you have the best chance of achieving both short-term and long-term financial success.

What Does Your Financial Future Look Like?

I am here to provide my assistance, offering insightful guidance and comprehensive solutions. You can count on me to support you at every step of your journey.

Evaluating your existing assets and debts to gain a comprehensive financial overview.
Identifying tax liabilities that could arise from asset divisions.
Developing a budget to manage expenses post-divorce.
Reviewing personal credit scores and credit history
Reassessing insurance needs and current coverages
Reviewing and updating beneficiary designations and estate planning documents
Making recommendations on investments or other financial strategies to secure your future.

If you are facing a divorce or have recently gone through one, please reach out so we can start discussing how I can help. Together we will develop an effective plan that gives you the peace of mind and clarity you need to make confident decisions about your finances.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.

I understand that divorce may be an emotionally charged time, but remember that the potential for a brighter, happier future lies within your reach. The path that lies ahead can indeed be filled with more fulfillment and joy than the past, as it’s an opportunity to shape a life that resonates with your aspirations and values.
Remember, you are not alone; I am here for you every step of the way. So, let’s start planning a better financial future today!

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