Financial Guidance for Divorce or Separation

Plans may change but dreams don’t have to!

Our team has helped dozens of clients navigate the tricky financial issues that arise through the divorce and separation process. We work to educate you of your options and make sure you understand the likely outcome, financially speaking.

We can even work hand-in-hand with your attorney to help take much of the stress out of an already stressful situation.

Here are some questions our team helps you answer through a pre-divorce or separation financial counseling session:
mother and daughter hugging
  • Who will pay for the children’s education and health insurance?
  • How do we value our property?
  • Who gets what property?
  • How do we divide retirement funds and pensions?
  • How will the lower-earning spouse survive financially?
  • What additional financial support does that person need?
  • Who gets the house?
  • What happens if a paying ex-spouse dies?
  • Will I have enough money to live on and retire?
  • How will my lifestyle change, if at all?
This session is very helpful in arriving at a settlement that is fully understood by all parties involved. Contact us to schedule an appointment!

In addition, during the divorce process or even after the divorce is finalized, this is another time where Lis McNealey Davies, Financial Advisor, President, CDFA®, and Jeff Matthews, Senior Financial Advisor, CFP®, CDFA®, our Certified Divorce Financial Advisors, can help your financial situation and give you confidence in the end result. Schedule your consultation today!

The use of the CDFA designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firms or its associates are acting as experts in this field.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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This information is intended for use only by residents of (OH). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

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