Divorce Planning

Going through a divorce?  Let us help.

None of us are experts on all aspects of life.  As a result, it's important to surround ourselves with trusted professionals to compliment areas in which we lack knowledge.  Meritis Wealth Management, Inc. specializes in just that - working with the “non-CFO” spouse (or the person in the relationship who did not have primary responsibility over the finances) to educate and empower them for a better future.   

While certain professionals speak about the division of assets, spousal support, and monthly cash flow, few are able to help explain the long-term financial implications of a separation.

We believe that every individual going through a divorce should understand the long-term financial implications of their settlement prior to signing the divorce decree.

Through the use of Envision® investment planning software, we help individuals to analyze the financial implications of their divorce over decades.  This is typically done during mediation or when preparing for litigation.  In either case, both the attorney and client are provided a stronger sense of awareness and comfort around the short- and long-term financial consequences of the separation. We provide this service at no cost with the hope of being considered as your financial advisor after the process is complete.