Forum advisors have years of experience working with clients similar to you. 

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Business Owners

Retirement Income

Social Security

Divorce

Special Needs

DIVORCE

Divorce requires many irreversible decisions; 

We make these complicated decisions manageable.

If you are struggling through the financial consequences of divorce, you need an experienced advisor who brings their financial knowledge to your team. We will work alongside your CPA and attorney to bring clarity to your financial picture and inventory your financial goals.

Financial mistakes can have long-term repercussions for you and your family. We can help you avoid these costly errors by analyzing the projected outcomes of asset division in divorce. Our advisors can prepare an estimate of your spending pre- and post-divorce and create an objective inventory of personal assets.

We have helped clients going through a divorce by:

  • Getting involved with your CPA and attorneys to make your time with them more cost-efficient;
  • Considering tax implications of qualified plans or low basis stocks, so you can compare apples to apples;
  • Providing detailed projections of how different financial settlements will impact you and your family;
  • Considering how things in the background of your financial picture, such as disability insurance, beneficiary designations or college planning may impact the decisions you need to make today.