Empowering our clients with solutions and a clear understanding.
Empowering Our Clients with Solutions and a Clear Understanding
Considering the possibility of a looming divorce is daunting no matter the details of the situation. There are so many variables to assess that understanding where to begin can seem like a near-impossible task. As your trusted partner, Vance Wealth will work by your side to provide the vital confidence that you are making the optimal long-term financial decisions for yourself and those that matter most.
In addition to an experienced team of financial planning professionals, John Vance is a Certified Divorce Financial Analyst™ who provides step-by-step guidance on matters related to divorce. With a wide range of experience and expertise related to divorce financial issues, John will simplify the process and provide much needed clarity in areas such as long-term tax consequences, asset and debt analysis, dividing pension plans, continued health care coverage, stock option elections, protecting support with life insurance, and much more. CDFA™ professionals also work with attorneys to help their client make financial sense of the complex settlement proposals. John Vance can simplify the process and provide clarity when needed most.
We have your best interests in mind every step of the way. If you haven’t filed for divorce yet, a consultation with John Vance, CFP®, CDFA™ is the opportunity to have an outside and experienced eye take a look at your situation through an experienced lens. No matter what you decide, we can help you identify information and documentation to gather, important variables to take into consideration before you file, and identify critical next steps. Having helped many other clients in the same circumstance, we understand the frustration when one spouse may be better informed about the financial situation than the other. Often times, a discrepancy in earnings may leave one spouse feeling as if they are at a disadvantage. Fortunately, there are a number of things you can do to begin moving in the right direction - we’re here to help.
Once the decision to file for divorce has been made, we’ll work with you and your attorney to provide the confidence to make difficult decisions, delivered with a degree of optimism and purpose to assure a path forward for your future. The landslide of documents, forms, and important decisions to be made may quickly start to feel overwhelming. We can work alongside your attorney and the rest of your professional team to ensure that settlement decisions that impact your finances now and well into the future are well-informed and made with your best interests in mind.
The benefits of having a trusted financial professional by your side are just as vital once a settlement has been reached. We’ll help you to embrace this life-changing event and empower you to take control of your financial future post-divorce so you can move into this new stage of your life with clarity and confidence. Our team of experienced Wealth Advisors will work with you to understand where you are now, what your goals are for the future and develop a customized financial plan to help get you there – instinctively knowing the right course to ensure that your financial dreams are still within reach