Overwhelmed by Divorce?

Divorce can be an emotional rollercoaster, and one of the most challenging events of your life. Unfortunately, during this major life change, it is also a time when you need to stay level-headed and make good financial decisions. What you decide during this time will directly impact your life for years to come.

 

Our goal is to help answer your financial questions and navigate through the complexity of the financial divorce process. We want to take the mystery out of the numbers, reduce your anxiety, and act as your advisor and guide during this transition.

“Sharon,” a busy mother of three, was blindsided when her husband unexpectedly asked her for a divorce. Sharon had never worked outside the home and knew very little about her family’s finances.

 

We immediately recommended a divorce attorney, helped her gather financial data and collaborated with her attorney to determine an appropriate settlement before the divorce was finalized.  We also provided a goals-based financial plan allowing Sharon to better understand her budget, cash flow, future income, and retirement needs. Our goal was to offer her objectivity, support, and stability during a difficult and emotional time.

“Barbara” had been divorced for many years, when her ex-husband filed to reduce her spousal support. 

 

Her attorney hired us to review numerous financial documents and create a comprehensive picture of both parties’ financial situation. Our analysis illustrated Barbara’s continued need for spousal support, as well as her ex-husband’s ability to continue to pay.  We sat in mediation with her attorney and opposing counsel and testified on her behalf in court. With our intimate understanding of her financial needs, we were able to help her invest her assets in a way that better aligned with her long-term goals.  

The SFG Way

We understand that divorce can be challenging, but we are here to help.

  • Prioritize your goals

  • Guidance regarding post-divorce lifestyle changes and “what if” scenarios 

  • Educate you regarding the common financial mistakes made during a divorce

  • Develop a budget, cash flow analysis, and net worth 

  • Estimate future earnings potential and retirement needs 

  • Asset transfers and investment management

  • Long-term planning to reduce uncertainty 

  • Serve as an expert witness

Contact Us

2201 Cahaba Valley Drive, Ste. 200,

Birmingham, Alabama 35242

Phone: 205-967-9595
Fax: 205-967-9114

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Fee Structure

Strauss Financial Group, Inc. provides fee-based investment services.

 

This website is solely for informational purposes.  Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal. No advice may be rendered by Strauss Financial Group unless a client service agreement is in place.

For further information, please review our Form ADV II (Disclosure Brochure), and our Investment Advisory Agreements for full disclosure.

 

© 2019 by Strauss Financial Group, Inc.

Investment Advisory Services provided 

A Registered Investment Advisor