Divorce & Life Transition Planning
Navigate with Strength.
Major life transitions can feel overwhelming—but with the right guidance, they can also be a turning point for clarity, confidence, and a fresh start. Whether you’re going through a divorce or navigating another significant change, we’re here to help you understand your financial options and rebuild with intention.
At Olympia, we provide support that’s both strategic and compassionate, helping you make decisions that protect your future and reflect your values.
Our Planning Approach
Initial Meeting
We begin with a conversation centered around where you are today—emotionally, financially, and logistically. Whether you’re in the early stages of a divorce or navigating a recent life transition, our goal is to understand your needs, concerns, and priorities. This is a judgment-free space to explore what matters most and what comes next.
Transition Strategy
We help bring structure and clarity to a time that can feel overwhelming and emotional. From dividing assets to adjusting your budget and planning for what’s next, we guide you through each step with care. Together, we’ll build a strategy that supports your immediate needs and long-term financial well-being.
Ongoing Support
Life after a major transition doesn’t follow a straight line—and neither should your financial plan. We stay connected through ongoing guidance, check-ins, and open conversations, making adjustments as your needs evolve. Our role is to be your steady, reliable partner, offering both clarity and care as you move forward with confidence.
Related Insights
Explore helpful articles and resources to deepen your understanding and support your next steps.
Financial Planning Considerations when Planning for Divorce
This article outlines key financial considerations during divorce, from rising expenses and support payments to dividing debt, pensions, and business ownership. It emphasizes the importance of financial projections, updating estate plans, and seeking professional guidance to protect your finances and create stability during this major life transition.
What is a CDFA®?
How does a CDFA® Help Divorcing People?
This article explains the role of a Certified Divorce Financial Analyst® (CDFA™) in helping clients understand the long-term financial impact of divorce settlements. It highlights how CDFAs work alongside attorneys to analyze assets, taxes, pensions, and support needs—bringing clarity, fairness, and financial foresight to the divorce process.
Divorce:
Planning for a New Beginning
This article provides guidance on navigating the financial aspects of divorce, from dividing marital property to protecting credit, retirement plans, and estate documents. It emphasizes the importance of building a strong advisory team and taking proactive steps to secure financial independence, helping individuals move forward with confidence.
Gain Clarity with Our Personalized Asset Division Spreadsheet
We know dividing assets can feel overwhelming, which is why we’ve created a personalized spreadsheet to guide you through the process. This tool helps you organize accounts, property, and other assets in one place—bringing order and clarity as you begin navigating your divorce journey.
We’re giving you access to this resource so you can take the first step with confidence, knowing our team will be here to support you every step of the way.
