Our Process for Divorcees

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.

DOS & DON'TS CHECKLIST

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

HOW TO INTERVIEW PROFESSIONALS

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:

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

Are you ready to start?

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.