Divorce & Financial Planning

Sadly, the end of a domestic partnership can happen. If you find yourself in the shifting sands of life post-divorce, don’t get caught off guard by the financial changes that come with it.

We are CPAs and fiduciary financial planners, not sales people. Our goal is singular: help you build the life you want from here.

  • Tax Implications

    From transitioning to the higher single tax brackets, to custody and child tax credit issues, to tax implications of settlements, we can help you be tax efficient and compliant.

  • Investment & Financial Planning

    A part of the process is assessing how your future financial plans have changed. Whether your new life comes with more, or less, in retirement and future savings, you need to make the most of them.

  • Financial Education

    Frequently only one partner in a relationship handles the finances; then on the other side, you may be left to figure it out alone. We’ll bring you up to speed so you can make the best decisions for you.

Steven K. Howell, CPA, CFP®

“Having walked through these types of difficult seasons with countless clients, we understand wholeheartedly the shifts in life that you undergo when a long term relationship ends. Of course, the most important thing is ensuring your emotional health; but the practicalities of life come fast.

We’re here to help with the tax complications, of which there are many, changes in retirement planning, managing settlements, and more strategically, mapping out where you want to go from here. It’s important to have someone in your corner who can help you put the financial pieces together to get you to where you need to be.

We’re CPAs and fiduciary Certified Financial Planners, not salespeople. Our job is to educate, equip, and empower you on your new journey.”

~Steven