Insuring Your Financial Future Following Divorce
Divorce hurts men and women not only emotionally, but financially, too. Some of the worst financial decisions are made during the middle of a divorce. Beyond a divorce attorney, you need professional guidance to help navigate the financial upheaval that divorce can bring. Through our DivorceFIT™ process, we will walk with you through the big picture financial issues all the way to the smallest of details that need to be addressed as you go through divorce and after. Our goal is to help you transition to the next phase in your life on solid financial footing.
If you are in the midst of divorce, we will work with you and your attorney to provide powerful data and creative solutions to help you reach an equitable settlement. When an agreement is reached, we will work step-by-step to make sure the settlement agreement is fully and fairly implemented. Once the divorce is final, we help you put your financial house back in order so that you can move on to the new life you deserve with confidence and peace of mind.
Investing in securities involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.
Find Your DivorceFIT™
Our DivorceFIT™ process helps answer tough questions including:
• Will I be able to live the same lifestyle I’ve enjoyed for years?
• Will I have enough income now – and in the future – to meet my needs?
• Will I be able to stay in my home? Or should I?
• What about the assets I brought to the marriage?
• How will divorce impact my taxes?
• How will I pay for my children’s needs? Their education?
• What kind of portfolio makes sense for me now?
• Will I need to re-enter the workforce or increase my earnings?
• Is my retirement still on track?
Content Related To DivorceFIT™:
DivorceFIT™ is led by:
CATHY C. MILLER
MBA, CFP®, CRPS®, CDFA™
Cathy’s passion for helping others in their financial lives began when, at age 23, she lost her mother to a drunk driver. As she watched her father struggle to understand and take over the family finances while dealing with the loss of his life partner, she realized what a difference a financial advisor would have made in her family’s life. She dedicated herself to helping clients capitalize on the good times and deftly navigate the bad. She realizes life’s journey isn’t always a smooth one, but is committed to working hand in hand with her clients to make their life’s journey richer.
As a Wealth Manager with Atlanta Financial Associates, Charles’s client-centered focus and constant thirst for knowledge have produced a distinct combination of competence and compassion for the clients he serves. His expertise includes strategies that span the generations. He spends the majority of his time helping pre-retirees accumulate wealth, plan for retirement and their children’s education, and assisting retirees with tailored income strategies.
Mari, a Boone, NC native, joined AFA as a Wealth Manager in June 2019, following two and half years spent with another Atlanta-based firm as a Client Care Coordinator. Mari has always had a passion for helping and serving others, and after discovering that many people struggle in finding financial confidence, she now finds her work at AFA incredibly meaningful. She specifically enjoys working with women going through transitional events in their lives. Mari’s devotion to this niche stems from when her father passed away unexpectedly, and she watched her mother transition through the steps of life as a single-parent.
JD, CFP®, CTFA
Michelle joined the Atlanta Financial family in July 2018 as a Wealth Manager bringing with her a background as an estate planning and elder law attorney.
Michelle’s desire to work with individuals and families seeking financial guidance comes from a very personal place. In her last year of law school, her mom passed away unexpectedly. Michelle was faced with resolving her mom’s complex estate while balancing the inherent difficulties of a blended family.