Divorce Asset Planning Guide
Our Approach
Our expert team of advisors and Certified Divorce Financial Analyst® professionals take a thoughtful, strategic approach to divorce planning that’s grounded in both expertise and empathy. By focusing on your full financial picture, we help you make informed decisions, protect what matters most, and lay the groundwork for lasting security and independence.
Why Work With a CDFA®?
- Find clarity and confidence in complex financial decisions
- Protect what you've built and plan for your long-term financial security and independence
- Make informed choices with an expert who understands the financial intricacies of a high-asset divorce
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What You'll Get in The Guide
How To Get Organized Before Divorce
Being prepared for divorce before it happens can avoid pitfalls later on
Common Mistakes To Avoid
A CDFA® will help guide you on issues that may not be top of mind currently, but will matter down the line
Important Documents to Gather
Wealthspire provides a list of documents you'll want to have on hand so the information or access doesn't "disappear"
How To Update Your Budget
Money that used to support one household, now needs to support two. Knowing what you spend is key to a new budget
Help Securing Your Priorities
Our dedicated team provides guidance on the bigger questions to consider other than the settlement itself
Preparing Finances For After Divorce
From ensuring titles are retitled and joint accounts are closed, Wealthspire will be here to guide you through the future
Why choose Wealthspire?
We understand divorce is a difficult process to navigate
At Wealthspire, we understand the financial burden of divorce along with the emotional toll. Our team brings deep expertise in navigating complex assets, helping you make empowered decisions that will protect your future.
We offer thoughtful, personalized guidance
Wealthspire CDFA® professionals offer a level of discretion, sophistication, and personalized service that matches the complexity of your financial life.