​​Divorce Planning

​​Divorce is a traumatic experience. We can help with the advice you need to assure financial security for you and your kids.

It can leave you feeling powerless, betrayed, and confused experiencing emotional pain and a lost sense of direction.

We believe Financial Planning should be based on your goals and your "investment comfort zone." 



















Get the help you need to quantify specific goals.



​Envisioning a future can provide an effective relief from the stress and conflict you may face.

​In the middle of chaos and the confusion of uncoupling, there are some steps you should keep in mind as you move through this difficult time. Planning can help reduce some of the stress and conflict you may face.

There are legal, financial, parental, emotional and practical challenges that require time, energy and changes in responsibilities.

As part of the divorce process, you are asked to make confusing financial decisions that not only affect your current and future financial wellbeing. Some of these decisions are complicated by the tax implications of a property settlements and spousal support and child support payments.

As we see it, our task is to help you identify the goals you want to achieve.

We find that for most people, it isn’t all about the money. It is about a comfortable lifestyle. It is about retirement planning, be it accumulation or distribution, college funding, changing a career, loss of a job, receiving an inheritance, planning for an extended vacation or developing a gifting strategy through use of foundations. Those are just a few examples of goals we can help you identify and achieve.

 We recognize that a comprehensive financial plan may not be right for everyone.

We help you determine the best path to take and the resources necessary to reach your life goals. With either a comprehensive or a goal specific plan, once your plans are made, we can help you stay the course and help you adapt to life’s unexpected detours as they occur along the way.
Our experience is that many people fail to plan because they fear the unknown and the size of the task. At WBH Financial Services we have a systematic process that helps you navigate toward your new lifestyle goals and steer clear of bumps along the way. We become your  knowledgeable financial sounding board to help you understand the changes as you strive toward your goals.



















Get the help you need to quantify specific goals.



Planning allows you to make sound informed decisions and start preparing for your life after divorce.

​Our experience shows that for most going through divorce, it isn’t all about the money. Financial survival is more about finding a place to live, maintaining a lifestyle, college funding for your children, restarting a career, finding a job or developing a strategy to become financially sound. These are just a few examples of goals we can help you identify and achieve.  

Planning allows you to make sound informed decisions and start preparing for your life after divorce. The amount of information required for a divorce can seem overwhelming, so it makes sense to begin gathering all of it together as soon as possible. To help you discover items you may need CLICK HERE.

As we see it, our task is to help you identify the goals you want to achieve.

We find that for most people, it isn’t all about the money. It is about a comfortable lifestyle. It is about retirement planning, be it accumulation or distribution, college funding, changing a career, loss of a job, receiving an inheritance, planning for an extended vacation or developing a gifting strategy through use of foundations. Those are just a few examples of goals we can help you identify and achieve.

 We recognize that a comprehensive financial plan may not be right for everyone.

We help you determine the best path to take and the resources necessary to reach your life goals. With either a comprehensive or a goal specific plan, once your plans are made, we can help you stay the course and help you adapt to life’s unexpected detours as they occur along the way.
Our experience is that many people fail to plan because they fear the unknown and the size of the task. At WBH Financial Services we have a systematic process that helps you navigate toward your new lifestyle goals and steer clear of bumps along the way. We become your  knowledgeable financial sounding board to help you understand the changes as you strive toward your goals.



















Get the help you need to quantify specific goals.



A positive vision of your future

​One of the best ways to help deal with the emotional upheaval and stress is to take time to consider your interests, desires and what you would like to do with the rest of your life. Having a positive vision of your future provides something positive to work toward and can make a difference in your emotional life.

Working through short term emotionally charged decisions regarding property settlements, child support and spousal support take on a different meaning when viewed in terms of a longer life vision.

As a financial life partner, we can help you develop a new path to follow as an independent self-supporting individual and help you adapt to life’s unexpected detours as they occur along the way.

As we see it, our task is to help you identify the goals you want to achieve.

We find that for most people, it isn’t all about the money. It is about a comfortable lifestyle. It is about retirement planning, be it accumulation or distribution, college funding, changing a career, loss of a job, receiving an inheritance, planning for an extended vacation or developing a gifting strategy through use of foundations. Those are just a few examples of goals we can help you identify and achieve.

 We recognize that a comprehensive financial plan may not be right for everyone.

We help you determine the best path to take and the resources necessary to reach your life goals. With either a comprehensive or a goal specific plan, once your plans are made, we can help you stay the course and help you adapt to life’s unexpected detours as they occur along the way.
Our experience is that many people fail to plan because they fear the unknown and the size of the task. At WBH Financial Services we have a systematic process that helps you navigate toward your new lifestyle goals and steer clear of bumps along the way. We become your  knowledgeable financial sounding board to help you understand the changes as you strive toward your goals.