Women Seeking Wealth Management Advice after a Divorce or Separation
Our most important job is to listen to you and understand your personal situation and investment needs. Based on this information, we can help you establish your investment objectives and create your investment plan. If you receive a settlement on your relationship breakdown, you may want to set aside the proceeds in safe, liquid investments until your investment plan is developed. If you have made a payment to your former spouse on your relationship breakdown, you may want to consider rebalancing your investment portfolio.
Once your investment plan has been agreed upon, we can recommend an appropriate blend of investments that will help turn your objectives into achievements. Your goal is to have a mix of investments that is suitable for your life stage and risk tolerance.
It’s important to stick with your investment plan over the long term. Making hasty adjustments in reaction to short-term market volatility can impede progress towards achieving your financial goals. Instead, necessary and appropriate adjustments should be made through a disciplined process of regular monitoring and review.
