Are you going through a divorce?
Let us help you put the financial pieces together to set you up for success in the next phase of your life.
Going through a divorce is a life-changing experience.
And when the dust settles, you must become more independent than ever to plan for your and your family’s future.
If you’ve never managed your family’s finances or have not had a heavy hand in planning for the future, these decisions are going to be new for you. And important to get right.
Of course, you’re going to be asked to grow into this Head of Household role at the same time that you continue to emotionally process your divorce and work to embrace the next phase of your life.
We understand how daunting this can be and want to walk beside you on this journey.
Let us be your financial partner during this time.
Many of our recently divorced clients come to us with concerns such as:
“How am I going to take care of myself financially?”
“Do my lifestyle and spending habits need to change drastically, given the outcome of my divorce?”
“What’s the best way to manage and use the lump sum I received in the settlement?”
“I never really got involved in our family’s finances. Where am I supposed to start?”
“How do I think about cash flow and budgeting?”
“I spent much of my marriage taking care of our children and not bringing in an income. Do I need to go back to work now?”
“How do I factor in alimony and child support into my financial plan?”
“Do I even have a retirement plan anymore? How does it change now that I’m divorced?”
“I don’t feel confident managing finances. How can I get up to speed quickly about my financial and retirement plans?”
“I don’t have my own financial advisor. How do I find someone I can trust who can help me in my unique situation?”
If you have any of these questions,
you are not alone.
We are here to help.
Our services are designed to empower women to be financially independent, particularly those who are divorced or widowed.
Full Service Financial Management
For The Woman Who Wants
Her Finances Handled For Her
Financial Planning Packages
For The Woman Who Wants
To Manage Her Own Finances
Transition Support
For The Woman Who Doesn’t Know
What’s Next & Needs Advice
No matter how we work together, the most important thing to us is that through the process you feel:
Seen & Heard
We want to understand you, your goals and recent changes in your life to determine the best place to start as you take control of your family’s finances.
Not Alone
We will meet you where you and become your financial partner as we evaluate your unique financial situation including your income, budget and assets to help you get a better understanding of where you are financially and what’s possible.
Secure
Together, we' will develop a written plan for how you can support yourself and your family financially, both now and in the future.
Supported
Our team will make themselves available for you to address any questions and concerns along the way, no matter how big or small.
Empowered
We will help you understand the plans and strategies we develop together (and all that pesky financial jargon!) so that you feel educated about your family’s financial plans.
Confident
Through our collaborative process of strategic planning and proactive wealth management, we want to help you see the potential for a bright financial future.
Checklist for Divorcees
Going through a divorce is an incredibly complex emotional, logistical and financial situation. Aside from experiencing complexities of a divorce itself, you may find yourself as the sole financial head of your household for the first time. And all of a sudden, the burden is on you to provide for yourself and your family.
We understand this is a huge adjustment and requires strategic planning. So to help you navigate this transition more smoothly and set yourself up for success in your financial future, we have developed a checklist of important steps to consider.
Hi. I’m Lauren Smith
As a Financial Advisor and CERTIFIED FINANCIAL PLANNER™, I empower women to take control of their finances – especially during life’s big transitions.
I serve as a strategic advisor and sounding board to my clients in all aspects of their financial wellness, whether that means developing a retirement plan, advising on advantageous timing of Social Security withdrawals, considering this year’s tax consequences, establishing an optimal cash flow or supporting them through unexpected financial situations.
My goal is to make the financial world straightforward so that my clients can feel confident in the road map we build together and are able to spend their time focused on more important things.
I understand the weight of the burden that falls on women – particularly widowed, divorced and head of household women – to provide for their own future. And I am dedicated to supporting women through these transitions to help them set themselves up for financial independence.
Book a Complimentary 20-Minute Consultation Call with me.
Are you ready to take control of your financial future?
The first step is as simple as a phone call.
Click the link below to schedule a complimentary 20-minute one-on-one consultation with me.
We can discuss where you are in your life right now, any transitions you may be going through, and a few options for how I may be able to partner with you on your financial journey.