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Divorce & Money: What to Know Before You Talk to a Lawyer
Oct 14, 2026 12:00 PM ET
Considering divorce or already in the process? In this short, private session, Bill Davis, CFP™ and Certified Divorce Financial Analyst™ , covers what to gather before your first legal meeting, three costly financial mistakes people make early in divorce, and how a financial planner and attorney work together to protect you.
Given the sensitive nature of this topic, attendee identities are kept confidential — no one can see who else is on the call.
Schedule Your Private Consultation
If you are navigating divorce and want greater clarity around your settlement, assets, and next financial chapter, we invite you to schedule a private consultation.
During this conversation, we will review:
• The financial details of your proposed or finalized settlement
• Retirement accounts, pensions, and investment assets
• Potential tax considerations and liquidity needs
• Beneficiary designations and account ownership
• Coordination with your broader financial and retirement strategy
This is a structured planning discussion designed around your transition, priorities, and long-term security.
Schedule Your Consultation
