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The end of a marriage by divorce or death of a spouse, can be the biggest financial disruptions of your life. After losing someone your life had been intertwined with, you must sort out your finances and emerge with a plan that will allow you to thrive.
Your big reset begins the moment you and your spouse agree it is time to divorce. Planning for your new life needs to start at that moment as well. Setting yourself up with a financial plan that will allow you to ride out the storm will be key.
The legal part of divorce centers around dividing up assets and debts – and it can take years. Assets are split up, moved, and sold off; smartly investing your portion of those assets will be the foundation for your journey ahead. At Advisors360, we take the time to understand where you are today (financially and emotionally), and work to create a new portfolio that will serve you as you rebuild your life.
The death of a spouse/partner ends the vision the surviving spouse had for life with their partner. Everything changes in an instant. The loss of an income requires a full reexamination of assets and living expenses and cashflow for the household; all while dealing with the intense emotions that loss brings.
Taking care of a surviving spouse, minor children, or adult dependents that may need ongoing support, are all factors that Advisors360 considers at our initial meeting. Whether it is preplanning with both spouses to ensure the proper assets are in place in the event of a passing or figuring out what to do next with a surviving spouse, we allow our clients to process their grief and work at their pace to make sure nothing falls by the wayside.
Whether it is a first marriage or remarriage after divorce or widowhood, the joy of finding a partner can be overshadowed by financial matters discussed openly or assumed privately.
Undertaking marriage for the first time brings together two people with dreams for the future and sometimes, very different ideas about money. Marriage is more beautiful and more complicated the second time around. Lives have been lived and assets have been acquired. Protecting yourself and the wealth you have planned to pass on to your loved ones can put everyone at ease.
We know sitting down with an advisor before or early in a marriage to lay out a strategy for assets and funding shared dreams, can put a new marriage on more solid footing and align spouses on their shared road ahead.
An investment plan that clarifies each spouses’ assets and manages their goals together, frees you both to create the blueprint for the marriage you truly want.
Advisory services offered through Eastsound Capital Advisors, LLC dba Capital Advisors360, Advisors360 & Western Financial.
Eastsound Capital Advisors, LLC (“ECA”) is registered as an investment adviser with the United States Securities and Exchange Commission (the “SEC”). The information herein has not been approved or verified by the SEC, or by any state securities authority. ECA provides individual client services only in states in which it is filed or where an exemption or exclusion from such filing exists. Registration with the SEC does not imply a certain level of skill or training. The adviser’s approaches may not be suitable for all investors. All investing is risky and past performance, whether actual or tested, is no guarantee of future results or profitability. This content is developed from sources believed to be accurate, but is not guaranteed and the firm assumes no duty to update any information for subsequent changes of any kind. The information herein is not intended as individual investment, tax or legal advice. Please consult with your personal advisor, legal or tax professionals for specific information regarding your individual situation.
The companies listed on the website including Schwab, Interactive Brokers, Envestnet, Asset-Map, Money Guide Pro, Nitrogen, Elements, Capital Advisors360, Quantifiable Edges LLC, and Heritage Capital LLC are separate and unaffiliated firms that are not responsible for each other’s services or policies. The listed firms do not endorse or recommend any advisor, and the use of their logos does not represent the endorsement or recommendation of any advisor. The trademarks above are the property of their respective owners.
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