POST-DIVORCE TRANSITION ASSISTANCE & FINANCIAL ADVISORY SERVICES

Welcome to your new beginning! Your divorce has provided you with the opportunity to start over again. Maybe you are finding yourself debt free for the first time in a long time or handling household finances alone for the first time in many years.

We can help you form and achieve your financial goals. Whether you need help with simply planning a budget or you want a full financial plan, we can help you reach financial peace of mind.

Services include:

  • Getting Financially Organized
  • Setting Action Steps
  • Facilitate the Movement of Funds You Were Awarded to You 
  • Creating a Cash Flow System
  • Identifying Goals and Planning for Your Future 
  • Investment Positioning* (through French Financial Group)
  • Tax Planning  
  • Estate Preservation Strategies