Divorce Planning and Support


What about the financial challenges?




Divorce takes an emotional toll with feelings of grief, anger & sadness.

  •  Can I stay in the house?
  •  Do I have enough money to live on?
  •  Which assets do I choose?
  •  If assets are in my spouse’s name only, can they be marital property?
  • Will I get spousal support?
  • Who do I turn to?
  • What happens to my children?
  • Do I need to go to work?
  • Who is responsible for our debt?

If you are going through a divorce, or considering it, we can help you see the short-term and long-term effects of different settlement options, and provide you and your attorney the powerful data needed to help support your case.

Don’t allow yourself to be taken advantage of in a divorce. Create a strategy and take control.

For family law attorneys and therapists, we offer professional resources for your clients. We help in working toward a settlement agreeable to both parties that fully addresses long-term financial needs.

We can help with the following:

  • Financial Affidavits
  • Cash Flow Analysis
  • Settlement Options
  • Inflation Consideration
  • Tax Issues
  • Insurance
  • Asset Division
  • Social Security
  • Pension and Retirement Plans
  • Present Value Analysis
  • Qualified Domestic Relations Order (QDRO)
  • Litigation Support

Untying the Knot? Divorce Life Changes, Life Challenges

About Us…..

Having a financial advocate/expert for your divorce is one of the best decisions that you will make to manage some of the uncertainty in your financial life during this difficult time. We have gone through intensive training to analyze and provide expertise on the financial issues of divorce. Education is empowerment. We can help you build a coordinated team of experts with our network of outside resources to help you financially, emotionally, physically and spiritually.

Get a copy of our free Divorce Organizer today!

To request your copy or if you should have any questions feel free to call me at 408-551-6100 or send me an email through the contact section of our website.

Best Regards,

Margaret (Peggy) Stephan, CFP®
LPL Financial Advisor
Retirement Capital Strategies
1190 Saratoga Ave, Ste. 140
San Jose, CA 95129
Tel (408) 551-6100
This article was written by Margaret (Peggy) Stephan, CFP® – LPL Financial Advisor at Retirement Capital Strategies. Securities offered through LPL Financial. Member FINRA/SIPC.

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