experience divorce or loss of a loved one?

It may be time for expert guidance

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you don’t have to go it alone

When you experience a major transition in life, your Team Hewins advisor will help you take charge and make solid decisions.

Changes in life may impact your financial health–and everything that goes with it, including tax and estate planning–now and in the future. It’s the perfect time to get clarity on your goals moving forward.

If you are experiencing a divorce or a loss of a loved one, your Team Hewins advisory team is there for you with expert financial advice so you can consider effective strategies tailored to your needs–now and in the long-term.

moving forward with Team Hewins on your side

A divorce, or any major loss, can present both challenges and opportunities. We can help you take charge. We’ll help you gain clarity on the big decisions and all the significant details as well.

When you’re ready, your Team Hewins advisory team will help you organize your financial information. Together we’ll:

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Focus on important priorities and break everything down into do-able steps

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Set new goals and create a financial plan to realize them

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Guide you to make solid decisions: we’ll help you visualize the short- and long-term impact of financial decisions by providing you with various planning scenarios

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Help build your professional team– CPA, estate attorney, insurance specialists

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taking control of your future

In a time of change that can affect your financial health, it makes all the difference in the world to work with a trusted advisory team that has your back.

We’re on your side. Our goal is to support you so you will be well-informed and empowered, and have peace of mind with your financial decisions.

We’ll guide you through considering:

Assets – how to manage your cash flow and plan for tax considerations
Big questions like Can I afford to stay in my home?
Various settlement scenarios and how they may affect your lifestyle going forward
Medical insurance choices, including COBRA
Family responsibilities like education, medical, and any special needs your
children may have
Divorce-specific tax implications
Women in Transition - Team Hewins eBook

read up

If you’re going through a divorce or a loss of a loved one, download our guide: “Five Things Women Going Through a Financial Transition Should Know”.

contact Team Hewins today

Entering a new life may present challenges. With Team Hewins on your side, planning your financial future won’t be one of them.

divorce & loss resources

Keep Current with Team Hewins

Five Things You Should Know When Planning for Divorce
Learn More
Three Things People Going Through a Divorce Should Consider in their Financial Planning
Learn More
6 Critical Post-Divorce Actions
Learn More