September 8, 2022
It has come to our attention that a recent communication we sent out regarding the sale of Cornerstone Financial Planning has been interpreted to mean that we are retiring. That is not the case – we are still here!
It is true that in July we sold our company to our Managing Directors, Christina Traurig and Mackenzie Arsenault. It is also true that at the end of 2022 we will no longer be working with our investment advisory clients – these are individuals who retain us to provide investment management and general financial planning. Those clients will now work with other planners at Cornerstone. But we are both going to continue to provide divorce financial planning services under the Cornerstone umbrella. For your purposes nothing will have changed - our contact information remains the same.
Why aren’t we sailing off into the sunset as many of our clients do when they retire? Although it’s tempting, we know how valuable and important good financial advice can be during the divorce process and we want to continue to provide this service. The financial ramifications of divorce can be the most intimidating and devastating aspect of ending a marriage. Proper planning and help from a Certified Divorce Financial Analyst™ can increase your clients’ chances of arriving at a settlement that fully addresses their long-term financial needs.
Our mission in the divorce process is to bring ease to the situation, help ensure a stable economic future, and prevent long-term regret around decisions made during negotiations.
Here are some common mistakes made in a divorce that we help your clients avoid:
We look forward to continuing to work with you and helping your clients to achieve their best outcome.
There will be one small change, however! This newsletter will be produced semi-monthly (6 times per year) beginning this month.