What issues should you consider during your divorce?

We recognize the sensitivity of this matter and honor and respect your privacy; therefore, we do not collect your email, name, or phone number for this guide. If you want to talk to one of our advisors, you can click the Schedule a call button below.


We realize that divorce can be overwhelming and that a long list of to-dos may seem like an impossible task, so we recommend finding a trusted professional to help you get through these items one at a time.

We hope that this checklist will provide some help for you by combining many of the items you need to consider. Please reach out to us if you have any questions as you navigate this process. We want to be available and support you in any way we can.

As you are going through the checklist you might need access to our flowcharts for the following: (Please reach out to us if you would like to receive these or if you want to walk through them with your advisor)

  1. Am I eligible for Social Security benefits if I have been divorced?
  2. Am I eligible for Social Security benefits as a surviving spouse?
  3. Am I eligible for Social Security benefits as a spouse?
  4. Will my Social Security benefits be reduced?

If you want to speak to one of our CFP® professional Wealth Planners who have extensive experience helping clients navigate this difficult time, please click the button below to schedule a call.