Financial Planning for Divorce

When you’re going through a divorce, financial planning may be the last thing on your mind, but this momentous transition can cause financial disruption in addition to emotional turmoil. Avalon Wealth can help you achieve peace of mind through this challenging time.

How Avalon Wealth Can Help You

We understand that a divorce is exceedingly difficult to navigate. Our advisors can help guide you every step of the way, from knowing your options to dealing with taxes. Let us help reduce your financial anxiety and give you peace of mind for the future.

Maybe you’re ready to start the divorce process and just want to set yourself up for success before officially filing. Or maybe you’re in the middle of a contentious divorce, trying to divide your assets, and you need a divorce financial advisor.

Whatever your situation, Avalon Wealth advisors will take the time to understand it. Once we know the details of your situation and what you hope to achieve, we can start getting you back on the path to financial wellness.

Our divorce financial planners have experience helping clients navigate the complexities of divorce. 

Whether you’re considering filing for a divorce, currently discussing a proposed settlement, or have already finalized your agreement, our advisors can help you understand and manage the financial impact of this transition. We understand this can be a challenging time in life, and we strive to approach every situation with compassion while keeping your best interests in mind.

Potential tax liabilities are a big consideration in deciding when and how to divide your assets during a divorce.

Our advisors will help you understand and minimize the tax implications of your asset division by working closely with your advisory team to navigate complex tax issues related to your divorce.

Navigating Life's Complex Transitions

Avalon Wealth’s fiduciary advisors are committed to supporting you during life’s most challenging transitions. We provide independent, unbiased financial advice with your wellbeing as our priority, fostering an environment of trust and transparency during a sensitive time.

Discover the Avalon Wealth Difference

At Avalon Wealth, we offer financial planning for every stage of life. Whether you’ve just sold your business, are planning to start a family, or are nearing retirement age, we can help you reach your financial goals.

If you want to learn more about investment planning or just want to see if we’re a good fit for you, contact us to schedule a complimentary meeting.