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 Edwards Asset Management 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:

  • 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.

The use of the CDFA® designation does not permit Wells Fargo Advisors Financial Network 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. 


We help you overcome obstacles and build on your strengths.

The Kelleher Group of Edwards Asset Management

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

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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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