Are You or Someone You Know Considering a Divorce?

Our team is ready to help you navigate this transition.

Merit has been in the business of helping women to take control of their financial future for over thirty years. Our team of professionals includes Certified Divorce Financial Analysts™ and CERTIFIED FINANCIAL PLANNERS™ with a wealth of knowledge and experience, working collaboratively to support you before, during and after your divorce.

Our Divorce Strategies service was created to provide the specialized expertise needed to guide you, step-by-step, through the financial implications of your divorce and to help you put your life on the right track. Our goal is to help you achieve financial confidence by taking control of your financial future.

Whether you are contemplating a separation or divorce, or are in the midst of negotiating a settlement, divorce financial planning can be critical to helping to ensure these and other important considerations are adequately addressed, including your:

  • Standard of living
  • Retirement planning
  • Lifestyle goals
  • Risk management/Insurance
  • Income sources
  • Estate planning
  • Investment management
  • College planning
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Financial Planning

Our approach to divorce financial planning leverages our comprehensive planning process which adheres to the high standards. We begin by conducting an in-depth lifestyle and cash flow analysis, including a thorough review of your investment portfolio.

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Client Services

We help clients stay focused on the big picture while understanding the details, knowing their finances and negotiating for what they need and want. We work with divorcing individuals to provide clarity on the critical financial issues that arise before, during and after divorce. Responsibilities to our clients include:

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Speak to one of our advisors today!