Get Your Ducks in a Row

Our Get Your Ducks in a Row Post-Divorce Package

An opportunity to retitle accounts, setup new household cash flow, and restructure your financial landscape as you move forward in your next chapter.

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This package includes:

• Account Consolidation

• Bank Account Retitling

• Money Redistribution

• Retirement Transfer

• Cash Flow Analysis

• Budget Setup

• Savings Plan Design + Retirement Savings

• Qualified Domestic Relations

Order Assistance:

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• Connect with a QDRO Specialist

• Assist with Timeline Management

• Complete Account Management