Divorce Planning
Divorce is complex: a few people with a lot of pain, working through the same legal, financial and relational process.
Our goal is to help simplify this process for you – coordinating with your legal and other financial professionals to free you up to do the emotional work that helps you and your family.
At Carson, we want to help all involved come to a plan that’s fair and realistic, and allows you to preserve your lifestyle while going through this major change.
Our team specializes in:
- Coordinating with legal and other financial professionals, as well as marriage and family therapists, to help you create a care plan for the future.
- Helping you plan financially for immediate needs – think housing, separating assets in accordance with your best interests and state law.
- Preparing you for the far future – or maybe the not so far future! – of retirement planning and needs that deal with with Social Security spousal benefits, dividing retirement accounts and more.
- Helping you communicate with your former partner about financial matters, whether in person or through a legal intermediary.
We gather necessary paperwork, we help you create a new budget – we help you with the details so you’re freed up to focus on the big picture and begin the healing process.
Get in touch today for a complimentary consultation.
Tailored Solutions. Trusted Advice.
Whether you’re a business owner, a grandparent, an executive, or someone experiencing a major life change, we are here for you. At Carson Wealth, we specialize in helping individuals with advanced wealth management needs, and we tailor our solutions to your situation.
Medical Professionals
You know how important it is to have a clear plan in place when the unexpected occurs. From wealth management to retirement planning, our team can help simplify your financial life.
Business Executives
The phrase “clock out” doesn’t really apply to you. We’re here to step in and give the same energy and focus to your financial future as you give your professional life.
Private Client
You’ve put in a lifetime of work establishing a legacy that will benefit your family for generations. Our team of legacy specialists can help you build a plan to protect your wealth and your family.
Business Owners
Owning a business brings up new questions every day. Cash flow, tax efficiency, risk management, acquisitions or selling. Our dedicated team can help provide answers.
Women & Wealth
The gravity has shifted in the last generation. Women are decidedly at the table when it comes to wealth – oftentimes at the head of that table. You are the face of wealth in the future.