By Joe Gross, CDFA®
Any transition can cause uncertainty, but the ending of a marriage tends to be painful, traumatic, and overwhelming as well. Amidst the intense emotions and drastic life changes that result from a divorce, there are important financial matters to consider. While there’s no avoiding the emotions that come with such a significant life event, my job is to help reduce some of the stress and worry along the way.
A Unique Situation
Whether you saw it coming from miles away or were taken by surprise, divorce is still a loss. And any time you face this level of emotional stress, it’s important to take some time before making significant decisions and rely on someone who has an unbiased, objective perspective. That’s what I provide for my divorcee clients. I offer a voice of reason that gives them clarity and confidence in their future, empowering them to make the best decisions for their new situation.
The clients I serve tend to be familiar with worry, but it’s worry that can be avoided. Because they have ample assets, their concern is not whether or not they can pay their bills but how to manage their money now that life has changed and how to make sure their future and lifestyle stay secure. My process and services take care of the coordination and management of their financial matters so they can shed that worry and look to the future with hope.
How I Help
My mission is simple: to help you live the life you want! Our firm takes on a family CFO-type role to organize and sync all the moving parts of your financial life. I strive to answer the many questions that you face, such as “How much do I need to continue living comfortably the rest of my life?” or “How do I invest my divorce settlement money to generate a lifetime of income?” or, even more common, “Where do I start with all this?” My role is to walk you through each step of the journey, making sure every detail is covered so you don’t lose sleep at night wondering if you’ve missed something. And as a Certified Divorce Financial Analyst (CDFA®), I have the experience and expertise to address the special financial issues that are unique to divorce.
Making A Difference
No matter what your situation looks like, I am dedicated to your goals as much as you are! Your success is my success. I give my clients a tailored experience and committed attention that keeps them on track and eases their concerns. I’d love to offer those benefits to you as you walk through divorce. If you’d like to partner with a financial planner who understands your unique needs and inspires you to be more confident in your financial decisions, contact me today at 503-446-6450 or firstname.lastname@example.org.
Joe Gross is first vice president and senior financial advisor at JGP Wealth Management, an independent, fee-based financial advisory firm in Portland, Oregon. With over 25 years of experience under his belt, Joe is passionate about putting his clients first and helping them stay focused on their financial goals, inspiring confidence in their future. As a Certified Divorce Financial Analyst (CDFA®), he specializes in addressing the unique financial issues of divorce. Joe is known for his tenacity to keep clients on track toward their dreams and for his attention to detail, which is second to none! His clients know that nothing will slip through the cracks when working with Joe!Joe graduated from the University of Arizona with a bachelor’s degree in finance. Outside of work, he enjoys being involved in the community and is actively involved with organizations close to his heart. Joe is a former president and current board member of the ALS Association of Oregon and Southwest Washington and a long-time member of The Multnomah Athletic Club. In his free time, he enjoys fly fishing, spending time with his family, and cheering on his alma mater, the University of Arizona. To learn more about Joe, connect with him on LinkedIn.