Our Process for Divorcees
By working with Fleet Wealth, you get personable service, creativity, clear communication, and complete support.
Step 1. We help you with initial considerations. You will:
Know What You Want – have a clear vision of your goals and objectives.
Know Your Numbers – you must know where you are financially today.
Create a budget – you should know what you spend and decide how much money you will need to get through the process and beyond.
Step 2. We assemble a team of professionals to advise you:
- Divorce lawyer
- Divorce financial planner
- CPA
- Forensic accountant
- Parenting Coach
- Therapist
- Divorce Coach (for additional support)
- Certified appraiser
- Mediator
- Post-Divorce Organizer
Step 3. We educate you on Dos & Don'ts of different divorce aspects:
- Division of Assets and Liabilities
- Mistakes in Deciding What You Want
- What Smart Divorcing Parents Avoid
- Organizing for Success
- Tax Implications of Divorce
- Spouses' Social Security
- Qualified Domestic Relations Orders (QDROs)
- Dealing With Marital Property
After each step, we follow with a checklist to keep you accountable.
You feel in control, and we will reach the ultimate outcome
– a financially responsible divorce.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
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