Apprise Wealth Management

Divorce Preparation Guide. Actions to Take When Considering Divorce | Apprise Wealth Management

Divorce Financial Planning for Women

Divorce can bring uncertainty, stress, and a long list of decisions. The goal is not to do everything at once. The goal is to get organized, understand your options, and make choices with clarity and support.

If this is you, you’re in the right place

  • You want to understand your financial reality before you agree to anything
  • You’re worried about cash flow, your home, retirement accounts, or taxes
  • You want structure and a plan for your next steps
  • You want support that is calm, practical, and ongoing

What to do first

  • Get organized. Gather key documents and establish a clean system to keep track.
  • Stabilize cash flow. Understand what you need each month.
  • Identify the decisions that affect your long-term security.
  • Build your team. Know who does what, and when to involve them.

What can usually wait

  • Major investment changes driven by emotion
  • Big purchases or large gifts
  • Permanent decisions before you understand the tradeoffs

Decisions that deserve extra care

  • Settlement structure and how it impacts long-term planning
  • Retirement accounts, taxes, and future cash flow
  • Housing decisions, including affordability and timing

How Apprise supports you through divorce

  • Create clarity on what you have, what you owe, and what may change
  • Model scenarios so you can see and understand the tradeoffs before making decisions
  • Coordinate tax-aware planning alongside your other professionals
  • Provide an ongoing process so your plan stays current after the divorce, too

Start with the guide: Divorce Preparation Guide

Two quick questions
Do you offer hourly or one-time planning? No.
What is the minimum required fee? In most cases, clients should expect an annual minimum fee of $8,000.

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Why Choose Us

INTEGRATED APPROACH

Our approach to wealth management helps clients align their capital with what matters most to them.

It is through detailed financial conversations encompassing all aspects of our clients’ lives that we empower people to make informed decisions.

ACCOUNTABILITY

As fiduciaries, we give you guidance you can trust, and we care about your financial life. We provide advice that uses simple language to explain complex topics, helping to foster financial literacy. Our feeling is that the quality of our advice is based on the depth of the relationships we build with each client. We are committed to helping you meet your financial goals.

PEACE OF MIND

We do our best to avoid elevating stress levels. Therefore, you will never see a market barometer or breaking news on this site – that is simply more noise.

At Apprise, we understand that short-term tactics can be important but they must be executed based upon wise strategic decisions rather than best-guess predictions.    

Pathway to Informed Success

Pathway to Informed Success

14840 Hunting Way Phoenix, MD 21131

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We welcome your questions regarding financial planning and investment management.

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