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.

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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

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.
Utter, Pike & Dobbs Private Wealth Management Group of Wells Fargo Advisors

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

This information is intended for use only by residents of (AL, AR, CA, CO, FL, GA, IN, KS, LA, MA, MI, MO, ND, NE, NM, OK, OR, PA, SD, TX, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above.

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. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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