Kim is married, 45 and is COO at a large company. She and her husband have been to therapy many times but unable to work things out and have decided to divorce. Kim’s husband had recently been laid off and he was trying to find a new job. In most other ways things were going great for Kim and the kids. While Kim knows of other divorced people she has little personal experience with it and prefers to keep most of it private. She is normally very organized and prepared but now feels unsure how to handle this and what to do next. She and her husband have a financial planner but she knows that planner must represent both of them given their current arrangement and does not have specific divorce experience.
We can help Kim evaluate their family finances and determines options for an interim living setup during the separation. Kim also could use help analyzing settlement scenarios and what she can afford. ROI can support Kim with our CDFA (Certified Divorce Financial Analyst) services to navigate through the divorce settlement and planning for her newly single life.
All scenarios and names mentioned are hypothetical examples and have been created for educational purposes. Any resemblances are co-incidental.
The information presented should not be used as the basis for specific investment advice.