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.
our role throughout the process
the process behind our divorce financial planning
WE WILL BE HERE TO GUIDE AND SUPPORT YOU EVERY STEP OF THE WAY. HERE’S WHAT YOU CAN EXPECT:
1. Getting to know you
We’ll meet with you to learn more about you, understand the financial details, and where you are in the divorce process. We’ll get to know you and seek answers to questions such as:
- What are your biggest concerns?
- What is your top priority?
We’ll also help you understand the financial implications of divorce. There is a lot at stake, so it’s important to take the time to understand you and your concerns, needs, and priorities.
2. Gathering information
Next, we’ll work together to gather the necessary details to understand your finances, including tax documents, W-2s, and a list of assets and expenses. This will help us assess the current value of your assets. Accurate, current financial information provides a solid starting point as we help you plan for your future.
2. Gathering information
Next, we’ll work together to gather the necessary details to understand your finances, including tax documents, W-2s, and a list of assets and expenses. This will help us assess the current value of your assets. Accurate, current financial information provides a solid starting point as we help you plan for your future.
3. Assembling your team
If you already have a team in place, you’re one step ahead. We work with many people going through divorce who still need their own specialists such as a CPA and/or estate attorney. We can recommend a few trusted people or help you understand what to look for in a specialist.
4. Building a plan
Now, we start building your financial plan for your life after divorce. We’ll model your settlement options so you can make informed decisions. This will allow you to set realistic goals to form a post-divorce plan that works best for you.
4. Building a plan
Now, we start building your financial plan for your life after divorce. We’ll model your settlement options so you can make informed decisions. This will allow you to set realistic goals to form a post-divorce plan that works best for you.
5. Moving forward
Once your divorce is finalized, the advice and plan we’ve discussed can now be put into action. We will:
- Support your attorney to follow up on all post-divorce action items.
- Ensure your share of retirement assets, including those received through a qualified domestic relations order (QRDO) are received in timely manner.
- Streamline and consolidate assets and accounts.
6. Ongoing relationship
We often work with our clients for generations—not just for one life event—because financial wellbeing is a journey. We’ll continue to meet, assess your plan, and adjust it as your life and your priorities change.
6. Ongoing relationship
We often work with our clients for generations—not just for one life event—because financial wellbeing is a journey. We’ll continue to meet, assess your plan, and adjust it as your life and your priorities change.
Gain Clarity with a Certified Divorce Financial Analyst® Professional
WHEN GOING THROUGH A DIVORCE, YOU NEED MORE THAN JUST AN ATTORNEY ON YOUR TEAM.
With rigorous training in property division, retirement plans, and taxes, CDFAs® help navigate the financial complexities of divorce.
Often a CDFA® professional will also be a CERTIFIED FINANCIAL PLANNER® practitioner, like the advisors at Team Hewins.
However, a CDFA® professional who is also a CERTIFIED FINANCIAL PLANNER® professional is recommended, but not mandatory.
HOW CAN A CDFA® PROFESSIONAL HELP ME?
- Detailed Analysis Without Jargon.
- Data-Driven Strategies.
- Confidence Through Every Step.
- Clear Numbers, Smoother Divorce Journey.
- Potential Savings and a Post-Divorce Plan.
Why is divorce financial planning important?
DIVORCE FINANCIAL PLANNING GOES BEYOND SIMPLY DIVIDING ASSETS.
Divorce financial planning can help you understand your options and long-term financial goals, including retirement planning, children’s education, and potential tax implications. Legal fees, asset division, and potential changes in income may leave you feeling uncertain. A CDFA® professional can help you navigate this process with confidence. That’s where Divorce Financial Planning comes in. Here’s what you’ll gain:
You and your attorney will be provided with data analysis showing the financial effect of any given settlement.
data analysis
You will be able to manage your expectations of your financial future by seeing how different scenarios play out.
scenario planning
You will gain peace of mind knowing you have unbiased advisors guiding you through the complexities of divorce.
Unbiased support
what sets our divorce financial advisors apart?
AT TEAM HEWINS, OUR DIVORCE FINANCIAL ADVISORS GO BEYOND FUNDAMENTAL ASSET DIVISION.
Your Ideal Team for Every Family Transition
We build relationships that you and your entire family can rely on. We’ll help you set goals that support your family values, help with multigenerational planning, legacy building, and philanthropic goals.
Tailored Support
Dedicated Team Approach
Combined Experience
We understand divorce and seamless family law attorney collaboration. We have advisors who are Certified Divorce Financial Analyst® (CDFA®) professionals and have guided clients for many years with their finances.
Comprehensive Network
We’ll work with your team to secure the best results for you. By working with our advisors, you’ll also benefit from our extensive network of trusted professionals, including CPAs, forensic CPAs, and family law and estate attorneys.
Less Stress, More Time To Heal
taking control of your future after divorce
IN TIMES OF TRANSITION, HAVING SOMEONE ON YOUR SIDE CAN MAKE ALL THE DIFFERENCE.
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.
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.
Next: Choose a time that works well for you, and our relationship manager, Luke Hayes, will be in touch with you to personally understand your needs and prepare for the “Big Decision Clarity” session. Let’s turn this complex decision into your next confident step forward.
Additional info:
Learn more about our team | approach | frequently asked questions
Book your clarity session today!
(We’ll reserve 45 minutes to address your most urgent questions)
meet our divorce financial advisors
PRINCIPAL, SENIOR FINANCIAL ADVISOR