Suddenly Single

Sometimes Life Throws You a Curveball

Whether through divorce or widowhood, finding yourself suddenly single brings a flood of financial decisions—often at a time when clarity feels out of reach. Whether you're preparing for this transition or navigating it unexpectedly, we offer compassionate, expert guidance to help you move forward with confidence. As CDFA® and CFP® professionals, we support clients with divorce affordability assessments, tax and asset planning, post-divorce budgeting, and strategic rebuilding. For those facing widowhood, we help prioritize decisions, re-establish financial goals, and ensure your legacy planning reflects your new path. However you got here, you can be assured that we will respond with patience & compassion.

What You Might Be Thinking About Right Now

Can I Afford a Divorce

We help you assess your financial readiness for divorce, projecting future costs and lifestyle changes so you can move forward with clarity and confidence.

Tax Planning

Divorce or loss can reshape your tax picture. We guide you through filing changes, deductions, and strategies to minimize surprises and maximize savings.

Asset Splitting

We help you evaluate and divide assets fairly, considering long-term impact, tax consequences, and your financial goals for a stable future.

Budgeting

Life after divorce or loss requires a new financial roadmap. We help you build a realistic budget that supports your values and next chapter.

It was the help and compassion we needed during a difficult transition.

Our clients both knew that their marriage was over. They agreed that they wanted to minimize the costs of divorce, while still ensuring neither party was making a costly mistake.

We were hired on as a CDFA® professional and helped them both navigate separating out their finances and assets. One of them was initially keen on keeping their home, while the other was intent on selling it. Through careful consideration and planning, it was determined that it was better for them to sell their home and split the proceeds, as neither would be able to cover their mortgage, taxes, insurance and maintenance on a single income. We valued one client's pension and showed that it was approximately the same as the other's IRA and their joint savings account.

The clients took our work product to their divorce attorney for consideration and the divorce was finalized. They both kept their respective pension and retirement funds and each received half of the house proceeds after the sale. They were able to divide their assets without needing to split apart every account which saved them time, paperwork and legal fees.

Our clients walked away confidently from their marriage knowing they were going to be financially stable over the short term and with practical strategies to achieve their individual long-term aspirations.

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I didn't know how to do this without her.

Our client's wife had been chronically ill for several years, however she successfully ran the finances for their household and her self-employed business. After she passed unexpectedly, our client didn't know where to start to begin piecing his finances back together and did not have a good grasp of all the accounts or professionals that his wife was working with.

Working with our team, we were able to work with the professionals he knew about and evaluate account statements. Through this discovery process, we were able to identify the missing pieces and worked with the different institutions to consolidate and simplify his financial life, so that he felt confident running his business by himself. We were then able to help him retitle all of his assets and establish a plan for him to live life intentionally.

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Our Services for Suddenly Singles

CDFA® Divorce Consulting

Assess the affordability of divorce, create ideal settlement offers, and evaluate counter-offers.

Asset Division Guidance

Understand the long-term impact of splitting retirement accounts, investments, and other assets.

Budgeting After Divorce or Loss

Build a sustainable budget that reflects your new income, expenses, and priorities.

Divorce Financial Documentation

We help you prepare and evaluate financial affidavits to support your case and settlement strategy.

Social Security and Pension Planning

Understand your eligibility, timing, and options for claiming benefits post-divorce or widowhood.

Long-Term Financial Goal Setting

Refocus your financial goals—whether it's retirement, education, or legacy planning.

Experiences cited here may not be representative of the experience of other customers. There is no guarantee that similar outcomes or success will occur in the future. This is not an offer or solicitation of an offer to buy or sell any securities, products, or services. All investments carry a level of risk, including loss of principal.