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.
Guide you through the process step-by-step
Assist you with your disclosures
Explain the financial implications of divorce
Help identify your current assets and assess their value
Develop a plan to set you up for a successful financial future
Help you assemble your professional team, from CPAs to estate attorneys to insurance specialists and beyond
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:
You and your attorney will be provided with data analysis showing the financial effect of any given settlement.
You will be able to manage your expectations of your financial future by seeing how different scenarios play out.
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.
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!
learn more about financial planning and divorce
ESSENTIAL DIVORCE RESOURCES: WHAT YOU NEED TO 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.
Complimentary consultation at the beginning of the process to see if we're the best fit for your needs.
Each client is supported by a team, so you always have someone available to advise you.
In-depth divorce education and experience collaborating with family law attorneys.
Our extensive network of professional advisors who specialize in divorce, including CPAs, forensic CPAs, and family law and estate attorneys.
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®
Philip Herzberg, CFP®, CDFA®, CTFA, AEP®
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