Divorce Planning

A portfolio that transitions with you

Get all of the information you need as you go through the divorce process, and invest in a portfolio specifically tailored to the situation.

Three Stress-Free Models…

We’ll help you figure out which model is best for you and automatically update it as you move through the divorce process.

STAGE 1: THE DEFENSE MODEL 0% Stocks, 100% Bonds

Designed for those still in the divorce process, this low-risk portfolio allows you to set your money aside and focus on what matters.

STAGE 2: THE TRANSITION MODEL 10% Stocks, 90% Bonds

Designed for those who divorced in the past year, this portfolio provides slightly more market exposure as you look forward to starting your new life.

STAGE 3: THE NEW BEGINNINGS MODEL 30% Stocks, 70% Bonds

Designed for those 1+ years post divorce, this portfolio provides even more market exposure. After six months in this portfolio, an advisor will call you to help you think through what’s best for your financial future.

…With Uncompromised Features

STRATEGIES BACKED BY NOBEL-PRIZE WINNING RESEARCH1

Investing in a fully diversified portfolio of low-cost ETFs helps you reduce fees and maximize returns.

TAX-LOSS HARVESTING

Our tax efficient strategies help minimize the taxes you pay so you can keep more of your money.

SMART REBALANCING

Instead of robo rebalancing which can limit performance opportunities through its rigid, pre-defined structure, we rebalance your portfolio when it makes sense to ensure that you’re buying low and selling high.

How We Can Help You:

Uncover what you need to know about splitting assets in divorce. Discover how taxes may impact your income. Invest in a portfolio specifically crafted for the 3 stages of divorce. Review potential blind spots in your retirement plan. Protect against potential threats to your nest egg.

Get Started

Demand ‘Peace’ of Mind

Am I going to receive spousal support? How do we figure how much child support should be paid? What’s the difference between premarital and postmarital assets, and why does it matter? Should I keep or sell the house? Is my IRA considered marital property? What is a QDRO (Qualified Domestic Relations Order) and why do I need one? Do I have enough to retire? Am I an “Out Spouse”? Will I lose retirement assets as a result of divorce? Is there an investment portfolio designed to help me get back on my feet?

Open a Divorce Portfolio Today!

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1. Our core investment strategy is based on the Nobel Prize-Winning Modern Portfolio Theory.