Navigating Divorce
Your Guide to Navigating Divorce: Helping You protect what you've Built & Plan for What's Next
Divorce can feel overwhelming. Emotionally, financially, and practically.
Whether you're considering divorce, actively navigating the process, or rebuilding afterward, the decisions you make today can shape your future for years to come.
Our guide was created to help women understand the financial and emotional realities of divorce, avoid common mistakes, and move forward feeling grounded, informed, and ready for what's next.
Inside, you'll learn:
✓ How to organize and understand your complete financial picture
✓ Common financial mistakes women make during divorce, and how to avoid them
✓ How to build the right team of professionals to support you
✓ Why the emotional and financial sides of divorce are deeply connected — and how to navigate both
✓ Practical steps to help you move forward with confidence
Schedule a consultation
We created this guide to offer clarity during a time that can feel overwhelming. If questions come up, or if you simply want someone to talk things through with, you don’t have to navigate this alone.
Meet Your Guides
Susan Jones, JD, CFP®, CDFA®
With over 25 years of experience in wealth management, tax strategy, and estate planning, Susan brings both technical depth and genuine care to helping women navigate the financial realities of divorce and build something stronger on the other side.
Sara Gelsheimer, CFP®
Sara is passionate about helping women through life transitions including divorce, widowhood, career changes, and retirement by making complex financial decisions easier to understand and act upon.
Additional Resources:
Podcast Episode: The Tax Side of Divorce
We explore why the timing of your filing status matters, the hidden "tax traps" in keeping the family home, and why $1 million in a Roth IRA is vastly different from $1 million in a traditional IRA.
Blog Post: What Every Woman Needs to Know Before Signing the Final Agreement
The tax consequences of divorce can be invisible in the moment — and costly for decades. Susan breaks down what every woman needs to know before finalizing her settlement.