What StratWealth Can Do For You

Next Chapter Strategy

 


Serving Others To Make Lives Better!

Serving others through divorce means reintroducing financial security and confidence pre-, during, and post-divorce.  Over 2 million Americans get divorced every year and 100% of divorces involve financial settlements.   So, when your life status changes, StratWealth has a team of Certified Divorce Financial Analysts (CDFA) to help you navigate these situations with a goal of preserving the family finances.

Our Next Chapter strategic process helps clients get a better understanding of their current financial picture and the best ways to prepare for a separation of assets before, during, and after the divorce process.

Our CDFA will work with you and your attorney to analyze scenarios for the division of assets, alimony, child support, etc. with a goal of projecting the financial impact, short and long-term.  Then, the CDFA can provide alternative options that may create better financial conditions for the parties, and potentially fewer tax implications, post-marriage.

 

 

Our CDFAs can provide advice and guidance on:

-Dividing taxable investment and cash accounts

-Value of the marital home and other assets

-Dividing retirement and pension accounts

-Tax implications of alimony and property division

-Developing a budget, post-marriage

-Business valuations
NEXIT STRATEGY

NexitStrategy is a deliberate, transparent process that ensures that each client is fully engaged in their financial planning success.

FIDUCIARY FIT STRATEGY

StratWealth believes that part of the American dream is that every person should have the opportunity to save for retirement

STRATEGIC PARTNERING

The StratWealth Strategic Partner Program is about building a business with purpose that is greater than it is today.

Why Choose StratWealth

StratWealth’s primary mission is to Serve Others to Make Lives Better.
To do that, we nurture a genuine culture where everybody matters, every day.

The Next Piece – To Your Peace Of Mind