We serve as your partner through the rebuilding stage and beyond
Financial Planning to Safeguard You After Divorce
Divorce is a murky time. While you once knew where you stood, now the ground feels uneven. You want to get moving on your new life, but questions about your financial security leave you anxious, even immobilized. It can be a relief to have a financial advisor who helps put all the financial pieces together so you can focus on the very necessary step of rebuilding.
- Am I financially OK?
- Can I maintain the lifestyle I am used to?
- How do my spousal payments factor into my finances?
- Do I need to cut back on my spending?
- Will I be financially stable in retirement?
You will work one-on-one with founding partner Eileen E. Ortega, CTFA, who specializes in women’s transitions.
Our Ponte Vedra Beach, FL financial planning firm helps women who are negotiating life after divorce.
Eileen and the rest of our team will make it our first goal to make sure you are OK right here and now. You can expect honest and compassionate conversations with us. We will assess your financial strengths as well as the weak points—and what can be done to shore those weak areas up.
Once we help strengthen your current position, we begin the process of visioning. What do you want your new life chapter to look like? We are here to help you visualize the possibilities and build the strategies to help make them happen.
We can work with you to:
- Get a grasp on your financial situation
- Show you how to maintain your financial independence
- Build a cash flow plan that can adapt with your life
- Give you the space to focus on yourself by handling the financial details for you
- Vision how you want your life to look like and lay the groundwork
- Address essential needs like savings retirement, investments, taxes, and legacy
Your path to financial clarity will integrate all the areas of your financial life, including cash flow, retirement, investments, risk protection, and dreams and passions. We coordinate with your other professionals so that you don’t have to, and we encourage you to call us with all your questions and concerns. Our goal is to serve as your support team, providing the tools you need for financial independence so you can move forward with confidence.
To get started, schedule a complimentary introductory call.
We will discuss the transition that has prompted you to reach out and how we may be able to help. We will see if their is a mutual fit and if not, point you in the right direction to another resource.
Meet with us for a discovery meeting.
We can meet in person or virtually to discuss your current and future goals, initial strategies we recommend, and how our fee schedule works.
- Cash Flow and Budgeting
- Charitable Giving
- Estate Planning
- Gifting to Heirs
- Insurance Analysis
- Titling of Assets
- Wealth Transfer