Investment Strategies Post-Divorce

Julianne Lepo-Incardona |

It’s crucial that you reassess your finances and investment goals post-divorce. Here are some suggestions to help you navigate through your new financial journey:


  1. Review and Adjust Your Portfolio: Evaluate your current investment portfolio and determine if it aligns with your new financial goals. Ensure that your investments are diversified to reduce risk and maximize your profits.
  2. Consult with a Financial Advisor: Seeking guidance from a financial advisor can help you to navigate through your post-divorce investments and financials. Let me be your financial advocate throughout this process. 
  3. Create Long Term Financial Goals: You should be aiming your financial goals towards long term goals such as retirement to determine your future financial security. 
  4. Risk Management: It is very important to understand your risk tolerance post-divorce to determine if you need to adjust your investments. Consider having a mix of high and low risk investments to create a safe and profitable portfolio. 
  5. Stay Informed: Stay up-to-date with market and economic trades that could impact your investments. Regularly review your investments to stay aligned with your financial goals. 


Let me be your financial advocate as you navigate the divorce process. As a Certified Divorce Financial Analyst, CDFA® I can help you avoid costly mistakes and educate you on current and future budgets, provide a financial road map, and help you understand what assets you have, what you spend, where you spend it, and more.


You don't have to go through this alone.


Contact me today at 716-800-4290 to schedule your first appointment.