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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:

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:

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:

Step 3. We educate you on Dos & Don'ts of different divorce aspects:

  1. Division of Assets and Liabilities
  2. Mistakes in Deciding What You Want
  3. What Smart Divorcing Parents Avoid
  4. Organizing for Success
  5. Tax Implications of Divorce
  6. Spouses' Social Security
  7. Qualified Domestic Relations Orders (QDROs)
  8. 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.