After the divorce
A plan for the life that is yours now.
The first months are full of paperwork and decisions. We help you get organized, then turn the settlement into a plan that holds up.
The first 90 days
A practical checklist for a fresh start.
- 1Put accounts and the house deed in your own name.
- 2Change the beneficiaries on every retirement account and life insurance policy.
- 3Update your will and powers of attorney with your attorney.
- 4Open a credit card in your own name.
- 5Set a monthly budget.
- 6Decide what to do with the settlement money.
A written plan on one income
Settle in with a plan that sees beyond this year.
Retirement ageMake choices now with your longer working life in view.
Social Security timingUnderstand how timing fits into the income you will need.
CollegeKeep education costs in the plan without losing sight of your own future.
How much you can spendKnow what can support the life you want, month after month.
A private first conversation