Wealth Management For Those Recently Divorced
Divorce comes with a financial to-do list that's a lot longer than most people expect. We help women work through it all carefully at their own pace.
You're Probably Thinking…
These are the questions we hear the most from women going through or recovering from divorce.
"What do I Have Left to Work With After The Divorce?"
You're not sure what everything is worth or what your finances even look like on your own.
"How Do I Rebuild My Financial Life On My Own?"
You've never managed everything by yourself before, and figuring out where to start can feel pretty overwhelming.
What Do I Need To Do Right Now To Better My Future?
You know there are things that need to happen, but nobody has laid it out in a clear list for you just yet.
How We Help Women Get Back On Their Feet
Here's what we do to help you move forward with your life.
We Show You What You Have Left
We'll find out what everything is worth and what it means for you.
We Tell You What To Do And When
We map it out and work through it with you step by step.
We Set Up Your Finances For Life
New accounts, new income plan, new beneficiaries.
Get The Free Countdown To Retirement Guide!
How We Charge For Planning & Investments
We charge one annual advisory fee, a percentage of the assets we manage. We'll walk you through exactly what your fee would be before you ever commit to anything.
Choose a Time to Talk
A quick and relaxed 45 minute call where we go over where you are now and how Meritage can help you move forward from there.