Post-Divorce Transition Planning

You have received your divorce settlement, now what? It might be difficult to move forward but necessary. You might ask yourself what is my next step?. As your CDFA®, I can help by creating the next-step plan.

The following are some common post-divorce items I will guide you through in this final-step process:

Dividing financial assets and retitling property
Having a QDRO written up to divide employer-based retirement plans
Closing joint liabilities and refinancing debt
Reviewing your estate plan and current beneficiaries.
Creating a budget for your now single life inclusive of a savings plan
Updating beneficiary designations

As you enter your new financial life, now is the time to dream and decide upon your new goals for the future. Finding your new normal will take time and we can help guide you on these final steps to ensure the divorce plan we created for you is financially successful.

Free 30-Minute

Divorce Strategy Session

Hurry, only 5 sessions available each month

Discover what's important to consider when contemplating divorce!
Discuss issues that nag at whether this is the right decision for you!
Do something now! Your life and happiness are important! You matter!

Call 414-533-5353 today!

Schedule Your Session

Pathway Divorce Solutions LLC

4811 S. 76th St., Ste 400 Greenfield, WI 53220

Text/Office: (414) 533-5353

Hours: By Appointment

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Disclosure

Jodie Lane is an Independent Wealth Advisor and a Certified Divorce Financial Analyst®; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. The information presented is for informational purposes only, does not intend to make an offer or solicitation for the sale or purchase of any securities, and should not be considered investment advice. Jodie Lane has not taken into account the investment objectives, financial situation, or particular needs of any individual investor. There is a risk of loss from an investment in securities, including the risk of loss of principal. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for a particular investor's financial situation or risk tolerance. Asset allocation and portfolio diversification cannot assure or guarantee better performance and cannot eliminate the risk of investment losses. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed here. Past performance is not indicative of future results. Investments involve risk, including loss of principal and unless otherwise stated, are not guaranteed. The information provided reflects Jodie Lane's views as of certain time periods, such views are subject to change at any point without notice.

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Pathway Divorce Solutions provides informational articles not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. Pathway Divorce Solutions is not responsible for the consequences of any decisions or actions taken as a result of information provided in these articles and does not warrant or guarantee the accuracy or completeness of the information requested or displayed. External Links are not affiliated with Pathway Divorce Solutions.