Transitioning Through Divorce

Divorce can have a profound impact on your financial health. Juston Dobbs is a Certified Divorce Financial Analyst^® (CDFA^®) and can help you understand the financial effects of divorce settlement decisions. During this complex time, Juston can assist in financial decision making and provide clarity on the critical financial issues that may arise.

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