Financial planning after divorce and other life challenges
Post-Divorce Financial Tasks
Download our checklist of important first tasks below.
You don’t want to jump into major financial decisions before getting your bearings and making sure you fully understand the landscape. Many people find themselves in a situation where they are responsible for financial tasks that they never had to perform in their marriage. Take time to educate yourself and understand your financial options. Seek out a financial expert who can help you grasp the details of your money matters. We can assist you with investment and financial planning. Make an appointment today to learn more!
Update your beneficiaries!
Remove your ex-spouse’s name from accounts
Establish your own financial identity
Notify your employer
Notify all insurance policies
Be sure to review the beneficiaries on any policies and make sure that your ex-spouse’s name is removed. Visit with your agent to be sure that you have all the coverage you need and that you understand all details of your policies. If you’re going to be using COBRA health coverage through your ex-spouse’s employer, contact the insurer to find out how to set it up.
Write a new Will
Revoke any Powers of Attorney
Be kind to yourself
Women’s Finances Workshop
Our Women & Wealth Workshop is designed for women experiencing divorce. Become confident in managing your finances and investments and get help with often emotional financial decisions. Topics covered are flexible and depend on participants’ needs and include:
Budget Best Practices
The Investment Basics
Understanding Your Assets
Estate Planning Primer