At New Foundation Wealth Group our goal is to support people through the financial challenges that a divorce brings, offering a broad range of services. As a Certified Divorce Financial Analyst (CDFA), Nancy collaborates with attorneys and other trusted advisors to help clients through their financial unknowns. She brings a personal perspective to the divorce financial planning process, having experienced a divorce early in her career as a financial planner.
With divorce support financial planning at New Foundation Wealth Group you can expect to achieve the following:
- Update household net worth statement to see the full picture
- Develop a plan for the equitable division of assets
- Complete the steps for pension splitting
- Access to an expert witness at trial, if necessary
- Create a safe money strategy to plan for monthly income and expenses
- Outline and prioritize new independent financial desires and goals
- Develop a personal income plan to map out future goals, including education and retirement spending
- Explore tax considerations, implementing tax-efficient solutions where possible
- Make adjustments to investments based on risk tolerance and income needs
- Grow knowledge and financial literacy through additional learning opportunities