Recently, a woman in the early stages of a divorce was referred to us by her attorney. The couple had been married almost 20 years and had amassed significant wealth, possessions and some debt. Although she had worked after their children went to college, her employment was not the primary source of income for the couple. She had not been involved in the family’s financial planning or investment decisions and was unsure of next steps. She needed advice and guidance from her entire team of advisors to ensure that she received a fair settlement that would provide a secure income for her.
