I believe wisdom and empathy can coexist with financial expertise
Financial Clarity for Every Season
When you engage in an ongoing relationship with Healthy Divorce Options, you can expect personalized guidance and support that align with your unique financial goals:
Goal setting & monitoring: Retirement, education, home purchase, etc.
Cash flow & budgeting: Ongoing tracking and optimization.
Debt management: Strategies to reduce or eliminate debt.
Tax planning: Coordinating with accountants or CPAs to reduce tax liabilities.
Insurance review: Regular assessments to ensure adequate coverage (life, health, disability, etc.).
Estate planning coordination: Working with attorneys to ensure your estate plans remain up to date.
Major life event support: Marriage, divorce, inheritance, starting a business, etc.
Life After Divorce: What’s Next?
Your divorce may be final, but the financial work isn’t over. From consolidating accounts and completing QDROs to updating wills and closing joint accounts, the post-divorce to-do list can feel overwhelming. We're here to ensure nothing falls through the cracks.
We’ll guide you through every step—making sure all terms of your settlement are fulfilled and that you receive everything you’re entitled to.
With decades of experience in wealth management and specialized divorce financial planning, our experts at Healthy Divorce Options are uniquely qualified to help you rebuild with clarity and confidence.
Services include:
Investment Advice and Management
Retirement Planning
Education and College Savings Planning
Small Business Finance
Tax and Insurance Assessments
Financial Coaching
Estate Planning
Insurance Evaluations
Have you ask yourself these questions?
While retirement savings are crucial, prioritizing family financial security is paramount. Many investment and insurance choices designed to protect your family are interconnected with your retirement plan, directly affecting your quality of life both now and in the future. Beyond managing immediate family budgets, you must factor in additional, critical planning to address major issues that could impact your loved ones.
Have you explored refinancing your home to lower your monthly payments? To free up money to dedicate elsewhere?
Can you cover your children’s education expenses?
Will you be taking care of your parents as they advance in age? If so, are you financially prepared to do so?
Have you put a life insurance strategy in place to make sure your family is taken care of should anything happen to you?
Do you have a plan designed to preserve and transfer your wealth to future generations?
A strong financial plan includes answers to these questions and more––and Healthy Divorce Options can help you get to where you need to be. We encourage you to call or click to schedule a complimentary consultation.
Retirement for Women
Retirement strategies for maintaining a stable, predictable standard of living
Retirement planning for women has fundamentally changed. The reliability of traditional sources like company pensions and Social Security is diminishing, and long-held investing philosophies are now facing significant uncertainty. Despite women having longer life expectancies, studies show a worrying savings gap: women aim for an average of only $200,000 in retirement funds, compared to $400,000 for men. Women must rapidly close this gap and embrace smarter, more efficient investment strategies with the capital they have. Fortunately, there are opportunities, like those designed to generate dependable income in retirement, that may be a good fit.
Let’s Get Real…
A recent Harris poll reveals a significant knowledge gap: nearly one-third of women aged 40 to 69 are unsure about a sustainable annual withdrawal rate from their retirement funds. Alarmingly, approximately 32% of women in their 40s and 50s plan to withdraw an unsustainable 11% to 30% of their savings each year. This lack of realistic planning leaves women highly vulnerable to outliving their savings. It is crucial to establish and adhere to a realistic investment and savings strategy, starting with a firm grasp of your required monthly income in retirement.
Then, Let’s Get Busy
Your financial requirements evolve with your stage in life. By taking the time to understand your unique situation, we can craft a personalized plan designed to help you confidently pursue your retirement goals. Contact us today to schedule your complimentary consultation and discover how we can help you:
Minimize exposure to market losses
Secure your investment principal
Create retirement income that lasts for life
Free Strategy Session
Only 10 sessions available each month, schedule today!
Explore the right solutions for your divorce.
Review your financial situation and settlement possibilities.
Map out a plan for transitioning to the next phase of your life.
Identify your fears and decide the best way to address them.
Connect you with any other resources you’ll need in your process.
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Fresh, creative solutions.
Integrity
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Excellence
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