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 [email protected].
JGP Wealth Management is a registered investment adviser. This brochure is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by JGP Wealth Management unless a client service agreement is in place.
This commentary reflects the personal opinions, viewpoints and analyses of the JGP Wealth Management employees providing such comments, and should not be regarded as a description of advisory services provided by JGP Wealth Management or performance returns of any JGP Wealth Management client. The views reflected in the commentary are subject to change at any time without notice. Nothing in this commentary constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. JGP Wealth Management manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.
