Our Divorce Financial Planning Programme

"A secure financial future doesn't just happen, it's planned"

Our Divorce Financial Planning Service 

Our service caters for individuals or couples navigating the intricacies of financial decisions during or post-divorce. Our service makes financial decisions easier, as you see your finances in real time. This shows you the implications of different options and how each decision effects your long-term financial future.
  • We meet with our clients where we get a clear understanding of their current situation and discuss their new life goals.
  • Collection of all relevant data.
  • Creation of different financial scenarios for your evaluation and a financial plan.
  • We meet with our clients again to review their financial options, sharing reports and observations. We discuss budgeting, income versus expenditure, so our clients have a clear understanding of their new financial situation.
  • We adjust plans after our discussions and represent the new plan. This ensures our customers have a clear picture and understanding of their new financial plan, which gives them great peace of mind and the confidence to move forward with their new life.
  • We can then help clients source any products required to ensure a secure financial future.

We'll help you build a secure financial plan

S - Supportive Conversations and Scenario Assessment  
E Enhanced Financial Visualization   
C - Comprehensive Budgeting for Financial Stability
U - Untangling Your Taxes    
R - Revised Planning for New Life Goals and Events
E - Empowering Your Financail Future

Gain INSIGHT with Our Divorce Financial Planning Process

I - In-depth Client Discussions and Understanding
N - New Goals and Life Events Evaluation
S - Scenario Creation for Financial Implications
I - Income, Expenditure, and Liability Examination
G - Gap Analysis for Financial Planning
H - Holistic Asset and Budget Assessment
T - Tailored Recommendations for Financial Security

Though our processes, we strive to genuinely know our clients, navigating their divorce journey with a sincere understanding of their concerns and aspirations. We meticulously discuss assets, income, expenditure, liabilities, and budgets, delving into their new goals and life events. We collect comprehensive financial data, skilfully surveying their present financial situation and their envisioned future. With this foundation, we craft various scenarios tailored to their desires, showing the implications of different financial decisions made now has on their long-term financial security. This results, in robust financial plans and clients who have clarity and understanding of where they are heading financially, giving security and peace on mind.

Why Engage a Divorce Financial Planner?

During a divorce, individuals often find themselves overwhelmed and stressed as they face a myriad of changes in their lives. It's a moment when everything they've known for years, or even decades, is turned upside down, and they are left with a multitude of questions. One of the initial concerns that frequently arises is, "Where will I live?" This is often swiftly followed by the question, "How will I sustain my lifestyle?"

As skilled financial planners we can play a crucial role in the divorce process, collaborating with your legal counsel and empower you with the knowledge needed to make well-informed decisions to restructure your financial life. Engaging a financial planner early in the process can be instrumental in shaping the terms of the settlement itself or if you have received your settlement we are here to help you plan the next phase of your financial life.

Pick the Service that's Right forYou

Our diverse list  of services offers a range of options to ensure you find the perfect fit for your unique circumstances.

Comprehensive Service         

This service caters to individuals navigating the intricacies of financial decisions during or post-divorce. Our service makes financial decisions easier, as you see your finances in real time. This shows you the implications of different options and how each decision effects your long-term financial future.

  • Discussions on immediate and long-term financial responsibilities and objectives, plus your financial goals and life events
  • Review of financial documents
  • Analysis of assets and liabilities
  • Assessment of current income and expenses
  • Recommendations for dividing assets and liabilities.
  • Assistance in creating a post-divorce budget.
  • Guidance in crafting a sustainable post-divorce financial plan and retirement strategy.
  • Detailed analysis of tax implications of the divorce settlement.

Advanced Service

Our specialised support extends to couples in pursuit of a harmonious process with expert guidance during settlement negotiations, fostering an amicable resolution that benefits all parties involved.  This service takes the acrimony out of divorce and can save you time and €€€'s in court fees.

This service creates a financial plan for both people involved, thereby creating visibility for all, showing assets are being divided in a fair and equitable manner.

  • All services provided in our Comprensive Planning Service
  • Assistance in negotiating a settlement agreement

Premier Service

This service is for individuals who are going through an acrimonious divorce and need assistance in investigating other party’s documents.
  • All services provided in our Comprensive Planning Service
  • Investigate and gather information by reviewing affidavit submissions, bank statements, and various other documents to identify any inconsistencies or discrepancies
  • Assistance in finding and working with a divorce solicitor and other necessary professionals

Schedule a Free Consultation

Empower Yourself  
New Beginning with Financial Confidence. Uncover the Keys to a Stable Financial Future

Contact us

01 627 6054

We can help answer questions like

Will I have the financial means to support my present lifestyle?

Is it possible to stay in the family home or to apply for a new mortgage?

Will I have enough saving to ensure my children will go to 3rd level education?

Should I cash in some assets now, and how would this impact my finances now and in the future?

Am I at risk of running out of money as I age, or can I enjoy a higher standard of living now?

When can I retire and what will my retirement look like?

Will my family be financially secure in the event I require care or pass away unexpectedly?

What potential tax liabilities might I face?

How can I optimise my savings, investments and liabilities?

Is there a strategy to generate income while minimizing tax obligations?

How can the proceeds from selling my business be best utilised?

“The most important investment you can make is in yourself.” -Warren Buffet