We offer timely assistance with helping you execute terms of your divorce judgment. After your attorney relationship ends, we help you prioritize when and how to implement the terms of your judgment, track the accuracy of all transfers, and follow up with your ex-spouse, financial institutions, and other professionals (QDRO attorneys), so you can focus on moving forward with your life. We can mediate also any unclear issues to reduce likelihood of litigation post judgment and save you money and duress.
We are dedicated to providing personalized financial advice, hands on service, and tailored objective investment advisory services. We serve you directly and collaborate with a round table of vetted experts who work seamlessly as your team of professionals. You have depth of professional coverage also with a dedicated team at Schwab.
Divorce and Money Matters LLC is a private financial planning boutique and an independent Registered Investment Advisor. We provide a fee only, hourly based, objective advice. We believe in tailoring our services to meet your individual and unique needs for investments and wealth preservation. We are along your side and to help you plan milestones, events, preferences, and major expenses. We work to complement your financial lifestyle based on fiduciary standard and our service commitment.
Our Priority is Our Client’s Interests
We carefully design and create a tapestry of investment recommendations that flow around the well being of you and your family. We implement investment selections and oversee portfolio performance with a dedicated team at Schwab.
Our Track Record
Our expertise is sought after by the most well respected media in the world such as CNN, CNBC, Financial Advisor Magazine, Wall Street Journal, The New York Times, Investment News and Morningstar. We proudly have received Five Star Wealth Manager Distinction award for ranking highest in customer satisfaction every year since 2010.