Grey divorce


Here is an article on Grey divorce by Canada Life. After you read it, you may understand why a financial plan would be beneficial if you are in that situation. Article

How can we help if you are going through separation?

We can provide a  review of all assets, liabilities, income, and expenses to provide a comprehensive picture of their financial standing. This includes analyzing bank statements, tax returns, investment portfolios, retirement accounts, and any other relevant financial documents. By having a clear understanding of your financial situation, you can make informed decisions about property division, spousal support, and child support.

Assistance in developing a post-divorce budget.  We can help you understand their cash flow requirements, prioritize expenses, and create a realistic budget that aligns with your financial goals and new circumstances. 

We can help you set goals for the future, such as saving for retirement, children's education, or purchasing a new home. 

We can help evaluate the financial implications of different settlement options and provide advice on how to minimize tax consequences. For example, we can advise on the potential impact of keeping or selling the family home, dividing retirement assets, or valuing business interests. Our expertise ensures that you make informed decisions that align with your financial goals and protect your long-term financial well-being.

We can work alongside divorce attorneys, mediators, or accountants to ensure that the financial aspects of the divorce are properly addressed.  

Divorce can be emotionally draining, and you may feel overwhelmed by the financial aspects of the process. I can provide a supportive environment, offering guidance, empathy, and reassurance. We can help you focus on their financial goals and make rational decisions rather than being driven by emotions.