Broker Check

Design your Outcome

In the United States, there is one divorce every 36 seconds. But your divorce isn’t like any other. You are not a statistic or a number; your circumstances are unique and your comeback will be too.

Going through a divorce can be like experiencing the five stages of grief. Perhaps you’ve been through shock and denial, anger, bargaining, depression, and finally have accepted the divorce as part of your life now. During any one of these stages, it can be difficult to take a step back and appropriately assess the needs of yourself and your family, not only for the immediate time being but also for the future.

We have helped many women walk the road of divorce and make decisions regarding their assets that carry significant tax and penalty consequences. These may include:

Investment Accounts

Retirement Savings Accounts (Pensions and IRA’s)

Stock Options

Family Business

Investment Real Estate

Life Insurance

No matter where you are in your divorce – if your final settlement hearing is this week or you’ve just filed the papers, our financial professionals are ready to help you make decisions for a strong comeback.

Your Financial Needs are Our Priority

At California Wealth Transitions, our advisors are dedicated to helping women make their own financial needs a priority. We want to help you maintain control of your future, and design a plan together to help you feel confident and empowered. We’ll help you assess all the possibilities associated with the questions above, keeping your best interests for the future in mind. We’ll consider all the different ways your assets could be divided, and the impact of any tax or legal ramifications.

Working with a divorce lawyer? We’ll help fill in the gaps by working directly with you and your lawyer, presenting our recommendations for your finances.

If you are ready to move forward with your life during or after a divorce, we’d love to help you.