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On Your Worst Day, We're At Our Best

You never thought you would be facing divorce but here you are.  First of all, we are sorry.  Losing your marriage is so full of stress and heartache.  Now you must begin to plan for you and your family's future by taking inventory of what you have and what you will need. 

As a CERTIFIED FINANCIAL PLANNERTM  professional , Lisa Waterman is trained and skilled in five key areas -- retirement planning, investments, insurance, tax, and estate planning.  All of these are important areas for divorcing spouses to consider. 

Arming yourself with information is keenly important.  How much do you own?  What are your assets?  Does your spouse have a pension plan or other retirement benefits?  What else do you need to know to make the right decisions for you and your family?  

New questions will arise as your new new life unfolds.  Undoubtedly, your new team of ONE will have to answer tough financial questions for you and your family.  Learning about your unique circumstance, your family and your needs, hopes and dreams is our goal!   Armed with information, we can strategize together and answer tough questions with well thought out answers.  We will change the team of ONE to a true TEAM - full of resources and information.  We are ready to help you.  Call our office at 260-436-6588 and set an appointment. 

What is a Collaborative Divorce?

What is a Collaborative Divorce?

Are you familiar with Collaborative Divorce?  It is a distinct process of divorce that acknowledges while you may not want to be married anymore, you still have common goals together, like raising your children or caring for grandchildren.  You can seek out Collaborative Divorce with certain, trained attorneys, and other professionals. The collaborative process puts your shared goals FIRST so that you can work toward common ground.  We can help you navigate this type of financial arrangement!

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