Modera Wealth Management
Modera Wealth Management



Divorce can include long-term financial effects

While the reasons for a divorce are typically emotional, keeping a clear head about the realities of the many financial implications is key. Here are some of the issues that arise in our conversations with clients contemplating or in the process of a divorce.

  • Our overall financial situation isn’t completely transparent to me.

  • I’m worried about what this means for my financial future.

  • I want to make sure I am aware of all financial considerations before I make some big decisions. 

Modera can work with you and your attorney to help you:

  • Establish your financial independence.

  • Create a personal financial plan for now and the future.

  • Understand the proper valuation of all marital assets prior to a settlement.

  • Identify all the government and tax benefits to which you’re entitled.

Educational Articles:

Divorce Planning Checklist

This checklist was created to help you organize your affairs before or during a divorce. Your individual situation will dictate other items which may need to be addressed. We suggest discussing your plans with your “divorce team”: your legal, financial, and tax advisers. The time to get these professionals involved is at the beginning stages of divorce, but it’s never to late to get started. Your financial advisor will be able to help you prioritize your financial goals throughout the divorce process.

Divorce, Good to Know|

Getting to the Other Side of Divorce

With the many moving parts in the divorce process, there are steps you can take to help you get to the other side efficiently and with an outcome that is beneficial for you. in this article I’ve outlined tips and guidelines to help you avoid mistakes along the way.

Divorce, Good to Know|
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