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Divorcées

Your New Future Deserves to be Bright

Divorce sucks but that doesn't mean your financial future is hopeless. And you aren't alone, because we are here to help you build a new plan for a bright and beautiful financial future!

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Our Divorce Team has been through divorce themselves, so we understand the unique challenges divorce creates, and we can help you...

Finally understand your finances Manage your alimony payments Build a plan for your new financial future Complete QDRO's Update account ownership and change beneficiaries Map a new path for retirement Save for your kids Create new wills and trusts Pay off debt faster Update your insurance plan

After 30 days of hiring us

You will have a BRAND NEW financial plan that you actually understand and is completely automated, so you can feel confident again in your new financial future and have genuine peace of mind

The Process

1

Share Your Story

We want to learn about your story before your divorce and we want to hear the new future you hope for now. You can't overshare! We are here to listen to each and every detail. We also want to know what you're worried about now or what complications you are facing because we know divorce finances can be messy. But be assured, we are here to help you sort it out!

Get a Plan

Full list of what is audited:

Alimony payments and budget planning

Tax return and mitigation strategies

QDRO paperwork

Real estate holdings

Insurance policies (health, disability, life, umbrella, home, auto)

Investment accounts (retirement, taxable, 529, trusts, pensions)

Stock options (RSU, RVU, ISO, NSO, etc)

Charitable giving

Debt and student loan optimization and refinancing

Net worth and future earnings trajectory

New estate planning (wills, trusts, powers of attorney)

Current professionals’ competency (accountant, attorney and investment, insurance advisors)

A comprehensive written plan of how to improve:

We audit every major part of your money, then we provide a comprehensive, written list of improvements to make in each category. But don’t worry, we also provide an executive summary just in case the full plan is too much to digest.

Schedule a Call

2

Get a New Plan 

With a new plan, you have the chance to restart financially and still accomplish all you are hoping to. That means, with the right plan and team, you can still reach those big financial goals you hoped for even though you may be starting all over again. And don't worry, we always start a financial plan meeting with education so you understand each part of your financial plan and feel confident in the new direction you are heading.

Get a Plan

Full list of what is audited:

Alimony payments and budget planning

Tax return and mitigation strategies

QDRO paperwork

Real estate holdings

Insurance policies (health, disability, life, umbrella, home, auto)

Investment accounts (retirement, taxable, 529, trusts, pensions)

Stock options (RSU, RVU, ISO, NSO, etc)

Charitable giving

Debt and student loan optimization and refinancing

Net worth and future earnings trajectory

New estate planning (wills, trusts, powers of attorney)

Current professionals’ competency (accountant, attorney and investment, insurance advisors)

A comprehensive written plan of how to improve:

We audit every major part of your money, then we provide a comprehensive, written list of improvements to make in each category. But don’t worry, we also provide an executive summary just in case the full plan is too much to digest.

Schedule a Call

3

Review Often

We will meet every Spring and Fall to stay proactive and review your financial plan, so that you feel confident in reaching your goals and it truly allows you to enjoy every step along the way. And we are also available by phone and email throughout the year in case quick or urgent questions come up you need answered.

Get a Plan

Full list of what is audited:

Alimony payments and budget planning

Tax return and mitigation strategies

QDRO paperwork

Real estate holdings

Insurance policies (health, disability, life, umbrella, home, auto)

Investment accounts (retirement, taxable, 529, trusts, pensions)

Stock options (RSU, RVU, ISO, NSO, etc)

Charitable giving

Debt and student loan optimization and refinancing

Net worth and future earnings trajectory

New estate planning (wills, trusts, powers of attorney)

Current professionals’ competency (accountant, attorney and investment, insurance advisors)

A comprehensive written plan of how to improve:

We audit every major part of your money, then we provide a comprehensive, written list of improvements to make in each category. But don’t worry, we also provide an executive summary just in case the full plan is too much to digest.

Schedule a Call

Simple, Transparent Pricing

Get the advice you need without any strings attached. We don’t accept payment unless we know we can add value and we don’t charge commissions or sell products.

For One Time Advice

One-time, flat fee

2 meetings & a comprehensive financial plan with recommendations for your tax, investment, insurance and legal situation

Get a Plan

Full list of what is audited:

Current cash flow and budget

Tax return and mitigation strategies

Passive Income strategies

Real estate holdings

Insurance policies (health, disability, life, umbrella, home, auto)

Investment accounts (retirement, taxable, 529, trusts, pensions)

Stock options (RSU, RVU, ISO, NSO, etc)

Charitable giving

Debt and student loan optimization and refinancing

Net worth and future earnings trajectory

Estate planning (wills, trusts, powers of attorney)

Current professionals’ competency (accountant, attorney and investment, insurance advisors)

A comprehensive written plan of how to improve:

Every key part of your financials, so that you know exactly what to do to get more out of your money.

And don't worry, we operate on results based planning so we will help implement each recommendation so that you can finally get financial peace of mind.

Schedule a Call
For Ongoing Advice

% of investments

Implementation of the plan & 2 meetings a year to stay proactive

Account’s Annual Advice Fee

Ranges from 1/2% to 1%+ depending on account size

*Accounts under $500,000 have 1 full review a year

Frequently Asked Questions

In case you have any other questions, simply book a call to get them answered. 

When is the right time to hire an Advisor? Am I too young?

When there is big change or complexity. You can be 18 and need an advisor if you get an inheritance or you can be 32 and get married and need a pro to explain how to combine finances. There is no right age, but the time is right to talk to someone when you have questions and aren’t sure on the best path forward.

How does this fee schedule compare to others?

Our fee schedule is simply the industry standard that charges slightly more on smaller accounts and slightly less for larger accounts. But the big difference at Abri from our fee vs others is what you get for it.

Most money managers charge 1.5%-.5% to manage your money but you only get portfolio management for that fee.

At Abri for the same fee they charge, you get so much more! We provide full tax planning, estate planning and document drafting, insurance audits, investment management, tax loss harvesting, direct indexing, a meeting every six months and unlimited advice support during the year.

Fees definitely matter but if you’re going to pay someone for advice, you better get the most for your money!

Are you a fiduciary?

Yes, we are! Abri and all its Advisors are Fiduciaries, which legally means that all advice we give has to be in your best interest!

Not only are we Fiduciaries, we are also fee-only, which means that when we are managing your investment or retirement accounts, we aren’t paid commissions or kickbacks or any other sort of weird, shady thing.

There are no hidden fees with Abri; we disclose everything so you never have to question the advice you get.

What certifications do you have?

Each Advisor on our team is required to have their EA and their CFP by year five of service.

But we apparently like school too much, so we also have other credentials like CPA, CLU, RICP, GBA, and JD on our team.

How often do we meet?

Each client has three meetings to start so that your Abri Advisor can learn your story, understand your current finances, provide education on best options to reach your goals, and help you begin to implement your strategic financial plan.

For individuals, once your plan is underway, you will have a Spring and Fall review so that you can be proactive and stay on track to your goals.

For business owners, once your plan is underway, you will have either 3 or 6 meetings a year to stay up to date.

In the event of any financial emergency or question, clients can always call or email to get the advice they need quickly.

Do we have to meet in person?

Certainly not! We have clients in over 30 states and around the world, so most of our clients meetings are virtual meetings.

You are always welcome to meet with your Advisor in our office, but we can continue to help you no matter where you live or travel to.

What is the difference between a financial advisor and personal CFO?

A typical financial advisor provides advice in one area of your money, like investments, but often doesn’t have significant expertise, experience, credentials, or technology to support other areas of your finances like taxes or real estate or passive income, etc.

An Abri Advisor, a Personal CFO, has expertise, experience, credentials, and technology to provide advice in all five major areas of your finances (taxes, real estate, investments, insurance, and estate planning) that a lot of other “advisors” aren’t even legally allowed to do.

The key benefit is that you can get far more comprehensive advice and support with a Personal CFO than just a normal financial advisor, but the cost for either can be the same. So you can often get MUCH more for your money with a Personal CFO!

Do you work with my other financial professionals?

We absolutely do! Our job is to be your financial quarterback who helps you manage your financial team. A strong financial team consists of an accountant, attorney, personal insurance agent, investment advisor, and banker. So if you have one of those you like and trust, we can work alongside them to keep your plan on track.

If you are missing one of those or want to upgrade one (or all) of them, we can provide introductions to professionals we trust and help you build the team you need.

What is the cancellation policy?

Easy, you can cancel your services at any time, no questions asked!

Nobody is the right fit for everybody, so we want to make sure it’s a great relationship for both sides. If down the road we’re not the right fit, simply let us know, and we’ll part ways as friends.