Divorce can negatively impact our emotions and is often the source of tremendous stress. It can also wreak havoc on our personal finances. Proper guidance and planning are crucial during the divorce process in order to help protect your financial well-being.
Summit Financial Group can assist with financial planning issues related to a divorce, which is a specialized service under our financial planning model. Laura Steinbeck and Jeneen Slack guide our clients through the complex financial issues faced during the divorce process and help them create goals and a plan for their future.
Both Jeneen and Laura hold the CERTIFIED FINANCIAL PLANNER™ certification and Certified Divorce Financial Analyst® designations. During the divorce settlement process, they work with clients and family law attorneys to address specific financial matters. Analysis of client financial data can provide invaluable information to help the client and their attorney achieve a fair, equitable, and just resolution.
We are trained to:
We work with family law attorneys to help clients understand:
Once the divorce has been finalized, we work with clients to create a new financial plan. Our team of CERTIFIED FINANCIAL PLANNER™ professionals specializes in areas of personal finance, including retirement strategies, investments, tax strategies, insurance, and estate matters. We help our clients define a new future by mapping out their goals and objectives through a comprehensive financial planning process.
Considering your next steps? Learn more at our monthly SECOND SATURDAY Divorce Workshop.
Each workshop is hosted by an attorney, a licensed therapist, and a CERTIFIED FINANCIAL PLANNER™ professional who will touch on the legal, financial, family, and personal issues of divorce in a safe, confidential, and relaxed environment.
To schedule a complimentary, no-obligation consultation or for more information, contact our Divorce Planning Team at Summit Financial Group.