“Divorce can be one of life’s most challenging transitions. But going through a divorce isn’t just about closing a chapter; it’s also about bravely stepping into the next with your finances in the right shape.”
– EILEEN POLESE, CFP®
Certified Divorce Financial Analyst™
Dos and Don’ts of Divorce Planning
Empowering Your Decisions
Knowledge is power, but so is having a sounding board. We’ll empower you to make informed choices by providing clear guidance on what to do (gathering financial documents) and what to avoid (hasty financial decisions). We’ll ensure you consider the long-term impact and tax implications of settlement options.
DO
Team Up with Advisors: There's strength in numbers — get a divorce financial planner (and maybe a lawyer) on your side.
Talk it Out: Open communication is key to a smoother settlement process.
Budget for the New You: Create a budget that reflects your new financial reality.
DON'T
Spend on Impulse: Emotions can lead to bad financial decisions. Avoid unnecessary spending.
Leave Money Behind: Know your worth. Negotiate for a fair settlement.
Forget Your Credit Score: Monitor your credit report to maintain a healthy score.
Navigating divorce requires a balance of emotion and practicality. Our wealth management team is ready to offer the support and advice you need to make informed choices.
Download your Guide to Divorce Financial Planning —
“Costly Mistakes to Avoid in a Divorce”
Here’s the thing: Divorce is personal. That’s why we don’t offer a one-size-fits-all approach. We take the time to understand your individual circumstances, financial goals, and emotional well-being. Empathy and clear communication are at the core of our service.
Creating a New Budget
Adjusting to a new financial reality can feel like learning a new language. At Alexandria Capital, we’re your patient financial coaches, helping you build a personalized budget that works for your new normal.
Asset and Debt Review
Understanding what you own and owe (together and separately) is crucial for a fair and equitable division. We’ll be your financial detectives, ensuring transparency and clarity throughout the process.
Investment Strategy Adjustment
Life after divorce might mean new dreams. We’ll realign your investments with your new path, ensuring they work towards your post-divorce goals.
Children and Divorce
If children are part of your story, their well-being is undoubtedly at the heart of your decisions. We’ll navigate the complexities of planning for their future, from college funds to trusts, ensuring they have the support they need as you move forward.
Protecting Your Assets, Preserving Your Peace
Divorce doesn’t have to mean losing what you’ve built. We’ll strategize to help protect your assets while maintaining a sense of financial security. Our focus is on equitable solutions that respect your contributions and future goals.
Think of us as your financial bodyguard, helping to ensure a fair and secure outcome.
SARASOTA
9040 Town Center Parkway
Lakewood Ranch, Florida 34202
(941) 445-8800
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