I can't put into words how grateful I am for Julianne. Going through a divorce has been the most terrifying, uncertain, and confusing experiences of my life. The financial piece is the most complicated and anxiety-inducing piece of it.
From the first day that I met Julianne, she has been by my side, working tirelessly to make sure I understand everything that is happening and will be happening.
She has spent countless hours going through reams of financial documents; she has prepared several thoughtful settlement scenarios, explaining each one to me in detail; she has worked with me through dozens of unforeseen situations that have arisen throughout this process - and has truly been my biggest advocate and ally.
Julianne has been available to me whenever I have needed her. Her professionalism is second to none. She has been on point throughout this process; she has answered every single question I have had (and if she didn't know the answer, she researched found the answer for me.); and has gone the extra mile for me over and over again.
I truly don't know how I would have gotten through this process without Julianne. I would recommend her to every woman who is facing divorce. I shudder to think if I had not hired Julianne for mine.*
* This statement is a testimonial by a client of the financial professional as of 06/06/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Women’s Wealth ~ Pursuing Financial Independence
Women & Divorce
Am I going to be Ok?
Divorce is STRESSFUL…Especially Financially! As Certified Divorce Financial Analysts we will guide and educate you through the process to help you avoid financially costly mistakes.
Don’t let an Emotional Crisis become a Financial Crisis.
Managing Your Money
Avoid Costly Mistakes
Making Financial decisions can be STRESSFUL! As Financial Advisors we have the experience and knowledge to guide and educate you to avoid financially costly mistakes. We will help you build a financial plan that best suites you and your family’s goals.
Let us help you Know Your Money ~ So we can aim to help you Grow Your Money!
You Need A Plan
Preparing for Divorce
- Do you have a Plan
- Gathering Information
- Retaining an Attorney
- Legal Forms
Understanding What You Have
- Pension Valuations
- You didn’t handle the finances, what do you need to provide
- Spousal Support
- Who keeps the House
- Retirement, Pensions, Tax Impact
- Who keeps the House
- Division of Debt
- College expenses
- Health Care
- (just to name a few!)
- Negotiate for what YOU want, not what they “say” you can have
Finding Hidden Assets
- What does all this mean
- Tax return review
- What to Pay or Not to Pay
- During this process
What about the House
- Can I afford to keep it
- How do I get it in my name only
- What will it cost me?
He/She said “You can’t have that
- Just because they said it,
- Doesn’t make it so!
- Before, During & After
- Credit, Debt, Budgets
Identify mistakes before you make them
- Don’t accept an unfair settlement out of fear, guilt OR exhaustion!
Take Control Of Your Finances
Understanding Your $
Customized Financial Plan
Identify costly mistakes before you make them