POST-DIVORCE PLANNING AND WEALTH MANAGEMENT
Why Post-Divorce Financial Planning Is Vital
The settlement is only the beginning. What you do with it — how you protect it, invest it, and align it with the life you're building — is what shapes the next twenty years.
SOME THINGS TO CONSIDER
What actually changes after the settlement.
01
A New Financial Identity
Your income, expenses, and goals have all changed. Post-divorce planning is where we build a financial life that fits the person you are now — not the person you were in the marriage.
02
Protecting What You Fought For
You worked hard for your settlement. The next step is making sure the money is titled, invested, and structured in ways that are designed to help protect it for you and your family.
03
Planning For What's Ahead, Not Just What's Behind
Retirement. College. A new home. Travel. The plan we build looks forward — not just at what you have today, but at what you want tomorrow.
04
Avoiding Common Post-Divorce Pitfalls
From tax surprises, to under-insured risks, to accidentally leaving an ex on a beneficiary form — many of these mistakes can be avoided with careful planning.
05
Moving Forward With Confidence
Financial planning after divorce isn't just spreadsheets. It's the quiet reassurance of knowing you're on solid ground — and finally able to focus on the life ahead.
POST DIVORCE PLANNING
What Comes Next
Create a New Financial Plan
Reset goals, priorities, and a realistic roadmap for the next chapter.
Transfer Your Assets
Coordinate QDROs, account transfers, and re-titling so everything lands where it should.
Determine Cash Flow and Income Taxes
Build a real budget that reflects your new income picture — with tax reality baked in.
Review Estate Documents
Wills, trusts, powers of attorney, beneficiary designations — all updated to your new life.
Reevaluate Insurance Needs / Coverage
Life, disability, health, home, umbrella — right-sized for your situation now.
Smaller Tasks
Passwords, subscriptions, joint accounts, credit — the details that add up to a clean start.
WEALTH MANAGEMENT
Working with Forum Financial
As a Financial Advisor with Forum Financial, Jackie provides a comprehensive range of services, including:
Holistic financial planning
Protection strategies
Investment management
Estate & Tax Planning
Multigenerational planning
Jacqueline Adler is a Financial Advisor with Forum Financial Management, LP (“Forum”), an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Investment management and financial planning services are offered through Forum. Additional information is available at www.forumfinancial.com.
Shore Up Divorce is a separate business and is not affiliated with Forum. Its services and fees are independent of those offered through Forum. Shore Up Divorce does not provide investment advisory services, and Forum does not provide or oversee the services offered by Shore Up Divorce.
Ready to talk?
Book your complimentary consultation with Jackie.