Turning Tides Financial

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. Check out our Second Saturday’s Divorce Workshop.

Don’t let an Emotional Crisis become a Financial Crisis.

julianne financial

Julianne Lepo, CDFA®
Founder & Financial Advisor

 

Julianne.Lepo@lpl.com
Full Biography | Get to Know Me

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

You Need A Plan


Preparing for Divorce
Do you have a Plan
Gathering Information
Retaining an Attorney
Legal Forms

Legal Forms/Pension Valuations
Attorney assigned documents
QDRO

Understanding What You Have
Pension Valuations
You didn’t handle the finances, what do you need to provide
QDRO

Financial Negotiations
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!)

Dividing Assets
Negotiate for what YOU want, not what they “say” you can have

Finding Hidden Assets
What does all this mean
Tax return review

Allocating Debt
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 “I can’t have that
Just because they said it,
Doesn’t make it so!

Financial Survival
Before, During & After
Credit, Debt, Budgets

Identify mistakes before you make them
Don’t accept an unfair settlement out of fear, guilt OR exhaustion!

Retirement/Investment Management
IRA
Pension
QDRO

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 help you Grow Your Money!

katie financial

Katie Weibel, MBA, CDFA®
Partner & Financial Advisor

 

Katie.Weibel@lpl.com
Full Biography | Get to Know Me

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.


Take Control Of Your Finances


Retirement Strategies

Estate / Legacy Planning

Understanding Your $

Investment Management

Insurance Solutions


Managing Debt

Customized Financial Plan

Business Planning

Business Coach

Identify costly mistakes before you make them

Book your call today with Julianne or Katie & Check out our worksheets!

716-800-4290

Divorce is never easy but you don’t need to walk this road alone. Turning Tides Financial is proud to be a part of the Second Saturday Divorce workshop, a program designed to give you full access to legal, financial and emotional professionals. Visit secondsaturday.com to learn more.

NEW WORKSHOP NOVEMBER 14th, 2020!

Learn More

We’ve compiled some of our recent videos and resources to help you make your financial picture a bit clearer during this confusing, stressful period. We’ll be updating this page periodically so keep checking back for more!

View COVID-19 Resources

“AT THE MIDPOINT of 2020, we’re mindful that it’s been an extremely challenging year so far in the United States and around the globe. We’re in the midst of a pandemic that continues to impact all of us, our communities, and our economies.

Together we’re looking ahead for new ways to face these challenges and how we can prepare now for better times. We’ve been impressed by what we’ve seen so far: The resiliency and accelerated innovation among large and small US businesses; efforts by our national, state, and local governments to support our communities; and most of all, the dedication and unprecedented cooperation among our front-line health professionals, medical researchers, and everyday people to guide us through this health crisis.”

View or Download PDF

Make your financial picture a little clearer with Founder and Co-Owner of Turning Tides Financial, Julianne Lepo! This four video series will help you organize your finances at home in the wake of COVID-19.

Go To Video Series