trusted divorce financial advisors

We’ve got your back

consider a financial advisor for your divorce

IMAGINE NAVIGATING EVERY STEP WITH CONFIDENCE.

Divorce can be a sad, scary time. On top of the emotional upheaval, there are typically logistical and financial challenges.

As people go through this major life transition, they face many decisions that will affect their finances now and in the future. It can seem overwhelming—But it doesn’t have to be.

As a trusted partner, a Team Hewins divorce financial advisor specialist can be a steady hand to hold in tough times, helping you make informed decisions all along the way.

We work with other professionals––your CPA, estate attorney, and insurance specialists––to guide you through the complexities of divorce financial planning. We’ll work as a caring, experienced team to develop a path to help you reach your personal financial goals.

With our years of divorce financial experience and an unbiased third-party perspective, we will do all we can to help you achieve a secure financial future, giving you one less thing to worry about.

Peace of mind is priceless: Why wait? Get started now.

the process behind our divorce financial planning

WE WILL BE HERE TO GUIDE AND SUPPORT YOU EVERY STEP OF THE WAY.

Your Team Hewins divorce financial advisor will partner with you to:
N

Guide you through the process step-by-step

N

Assist you with your disclosures

N

Explain the financial implications of divorce

N

Help identify your current assets and assess their value

N

Develop a plan to set you up for a successful financial future

N

Help you assemble your professional team, from CPAs to estate attorneys to insurance specialists and beyond

Team hewins financial advisors for divorce planning

Why is divorce financial planning important?

DIVORCE FINANCIAL PLANNING GOES BEYOND SIMPLY DIVIDING ASSETS.

It empowers you to take control and make informed decisions that can secure your future.

Divorce financial planning can help you understand your options and consider your long-term financial goals, including retirement planning, child support, and other potential tax implications.

Legal fees, asset division, and potential changes in income may leave you feeling lost. You might question whether you can navigate this process alone. That’s where Divorce Financial Planning comes in. It’s more than just splitting assets— It’s a roadmap to financial security post-divorce.

You might be wondering whether a CDFA® practitioner or divorce financial planner is necessary.

Here’s why they’re crucial:

Z

You and your attorney will be provided with data analysis showing the financial effect of any given settlement.

Z

You will be able to manage your expectations of your financial future by seeing how different scenarios play out.

Z

You’ll gain peace of mind knowing you have unbiased experts guiding you through the financial complexities of divorce.

They can help you make the best decisions for your situation.

Get to know us! Meet our divorce financial advisors here.

taking control of your financial future after divorce

IN TIMES OF TRANSITION, HAVING SOMEONE ON YOUR SIDE CAN MAKE ALL THE DIFFERENCE.

Team Hewins’ divorce financial advisors will help you understand your alternatives and empower you to make the best decisions possible.

Make informed financial decisions with clarity and confidence during divorce on key considerations such as:
Can I afford to keep my house and what is the impact on my long-term financial health?
If I can’t, how do I assess the alternatives and make sure I can qualify for a mortgage if needed?
What are the different settlement scenarios and how will they affect my lifestyle?
How much can I afford to spend post-divorce and stay financially sound?
How do I minimize my taxes and choose health insurance (COBRA or independent policy)?
Can I afford to pay for my children’s education, and, if needed, qualify for financial aid?

With experienced guidance available virtually or locally in FL and CA,
we empower women, especially, to take charge of their lives. Ready? Let’s chat!

Women in Transition - Team Hewins eBook

learn more about financial planning and divorce

ESSENTIAL DIVORCE RESOURCES: WHAT YOU NEED TO KNOW.

Looking for divorce resources? Want to get a better picture of how divorce affects your finances and the steps you’ll need to take? Check out our guide, “Five Things Women Going Through a Financial Transition Should Know.”

Looking for more divorce resources? Check out our full library for helpful resources here.

what sets our divorce financial advisors apart?

AT TEAM HEWINS, OUR DIVORCE FINANCIAL ADVISORS GO BEYOND FUNDAMENTAL ASSET DIVISION.

N

Complimentary consultation at the beginning of the process to see if we're the best fit for your needs.

N

Each client is supported by a team, so you always have someone available to advise you.

N

In-depth divorce education and experience collaborating with family law attorneys.

N

Our extensive network of professional advisors who specialize in divorce, including CPAs, forensic CPAs, and family law and estate attorneys.

Team Hewins Team

contact a team hewins divorce financial advisor today

LET US SUPPORT YOU THROUGH THIS TRANSITION.

The emotional toll of separating from a partner makes divorce challenging enough without thinking about the financial impact.

Team Hewins is here for you. By offering compassionate guidance and skilled advice, we’ll help you get your finances back on track so you can move toward a financially secure future.

Let’s begin with a conversation so we get to know each other.

Your free 15-minute introductory session with a Team Hewins financial advisor can be the first step toward lower stress and greater financial security.

Book your 15-minute introductory call today!

 

meet our divorce financial advisors

Clari Nolet, CFP®, CDFA®

SENIOR FINANCIAL ADVISOR
San Francisco Bay Area

Philip Herzberg, CFP®, CDFA®, CTFA, AEP®

LEAD FINANCIAL ADVISOR
Miami Area

Shelby Miller, CFP®

FINANCIAL ADVISOR

Boca Raton Area

Karl Schwartz, CPA, CFP®

PRINCIPAL, SENIOR FINANCIAL ADVISOR, REGIONAL DIRECTOR

Boca Raton Area

Nicolle Willson, JD, CFP®, C(k)P®

FINANCIAL ADVISOR

San Francisco Bay Area