Certified Divorce Financial Planning

You may or may not agree that the best thing is to end your marriage and move on. However, in doing so, you hopefully want to avoid a costly court battle. Whether you are amicable or not, you have been married a long time and just don’t know where to start. You (and perhaps, your partner) need financial guidance during your divorce in order to separate the finances fairly.You might have investments, retirement accounts, pensions, businesses, expenses, rental properties, etc. How in the world do you structure a property settlement that is fair and won’t get you into tax trouble? It’s possible that some creativity could save both of you taxes so you both get to keep more of your own money. Would you like to be able to see in black and white how a settlement would impact your futures?  You have come to the right place. I work along side your attorney or if you are not represented, I can meet with you and help you determine the next best steps to get you  going in a positive direction.


Post-Divorce Transition Assistance

Your divorce is final! Now some of the real work begins. Your accounts need to be consolidated, QDRO's completed, bank accounts closed, wills redone, etc. It can be very overwhelming! Let me help you with financial planning after the divorce in order be sure you don’t miss anything important. You want to begin the next phase of your life with confidence and control. I’ll work with you as long as necessary to ensure that ALL of the terms of your settlement agreement are completed and you get the assets you’re entitled to. I will  help you manage your financial life post-divorce to ensure that your financial plan has the best chance of success.  I will make sure that you have a clear vision for your new life post-divorce and that you feel good about it!


General Financial Well-being

What is your relationship with and to money?  How does that affect your personal relationships? I will work with you alone or with your partner  as a financial therapist to help you find the truth about your money, what it means, how you feel about it and how to create a positive relationship with money.

At Catamount Wealth Management, we have a portfolio team in the office and our investment philosophy & processes are unlike any other I have seen. We act as a fiduciary, which means what we always do what is best for our clients. We are a boutique investment firm, deeply integrated in our client's lives. Click here to learn more about Catamount

Click here to learn more about Catamount wealth management