Their Challenge
In this situation, an individual going through a divorce may suddenly find themselves navigating a new financial reality after years of not managing household finances directly. This challenge is further compounded by the emotional strain of divorce and concerns about their children’s well-being.
The Voyager Approach
Understanding these challenges, we would connect the client with one of our lead advisors, who has extensive experience guiding individuals through the financial complexities of becoming suddenly single.
With empathy and expertise, the advisor would work closely with them to help them understand the implications of the settlement and develop a comprehensive financial plan—one that provides a clear understanding of their financial landscape and empowers them to move forward with confidence and hope for the future.
This case study is for illustrative purposes only. Individual cases will vary. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Prior to making any investment decision, you should consult with your financial advisor about your individual situation.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Investing involves risk and you may incur a profit or loss regardless of strategy settled, including diversification and asset allocation.
