Transitioning Through Divorce


Divorce can have a profound impact on your financial health. As you transition through the divorce process, you may need a guide to help you manage financial decision making. As experienced professionals who have faced similar challenges to what you’re facing, we know that every element of your divorce has an impact. 

From the lifestyle choices you make, to your ability to save for the future, The Kelleher Group of Wells Fargo Advisors helps you gain clarity about your financial situation and put a plan in place so you can move ahead with confidence about the future. 


Before the divorce, we will help you:  AAA 2023 Divorce.jpg

  • Organize and assess your financial assets and liabilities

  • Analyze your individual and marital spending patterns

  • Prioritize financial goals and priorities

  • Review your financial statements and tax returns

  • Project anticipated financial needs



During the divorce, we will be there to help you:

  • Adjust retirement savings strategies

  • Project anticipated future Social Security, retirement, pension benefits

  • Coordinate information with your attorney

 

After the divorce, we will provide guidance around:

  • Long-term investment planning

  • Day-to-day budgeting and cash flow needs

  • Estate and tax planning strategies


As a Certified Divorce Financial Analyst®, CDFA®, Meg Pennisi can help you understand the financial effects of divorce settlement decisions. During this complex time, she can assist in financial decision-making and provide clarity on the critical financial issues that may arise.

We help you overcome obstacles and build on your strengths.




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 firm or its associates are acting as experts in this field.
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The Kelleher Group of Wells Fargo Advisors

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