Financial Divorce Planning
Joint finances may not be top-of-mind when going through a life-changing event but at some point, they will need to be addressed. We can help with support and guidance.
Checklist
It’s not unusual to avoid certain topics during an emotionally-charged time such as a divorce but avoidance could end up being very costly, especially when there are attorneys and court fees involved. Consider these aspects when consciously uncoupling your joint financial life:
Try to have calm, unemotional discussions about finances. It may not be easy but can have a huge positive effect.
Along with your legal counsel, we can help with a number of financial items including new checking and savings accounts, new or reassigned mortgages, home equity loans and retirement savings plans.
All loans and lines of credit are subject to credit approval.