Marida Bruggeman

Senior Financial Advisor

Transitioning Through Divorce




The one certainty about life is that it’s always changing — in all directions. And while we can’t predict what will happen, we can manage the ways change impacts us. Women are great managers of uncertainty. In fact 9 out of 10 women see themselves as resilient in times of uncertainty.1

I believe there are two keys to moving forward from any life transition: 1) Know yourself and what is important to you, and 2) learn and implement a few important investment concepts such as the power of compounding, benefits of regular saving, asset allocation, and the importance of setting and sticking to a budget.

 

Get help early 

Don’t wait. The earlier we meet the more help I can be.  I can review your investment portfolio and do a cash flow analysis to illustrate where you stand with shared debts and assets. I can also work with other professionals, such as your attorney or mediator.  Overall, information is the key to handling your finances during divorce. Collect tax returns, credit reports, bank and brokerage statements as early as possible. The more you know about your marital finances, the easier it will be for you to negotiate at the settlement table. 

Using the LifeSync® planning process, I can help you put together a vision for what you want next.  Then, we put together a plan to go after it.  The process in engaging, laid back and allows you to be comfortable to ask anything.  Our relationship should be open and trusting and you should feel safe bringing up any investing subject or even a family matter. No matter how personal or basic the question – go ahead….ask away.  I mean it.
Source:  Embracing Change.  Research study reveal. Wells Fargo & Company 2022.


Let’s have a conversation.  Email me.





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