Irvine financial planner advisor
Skip to content

Divorce Planning

We are an Orange County investment management and tax strategy firm that has developed a national reputation serving sudden wealth clients with financial planning.

How to (Financially) Survive a Divorce

Posted in ,

How to separate from your spouse, not your money The only thing more heated and emotional than talking about divorce is talking about how to protect your assets in a divorce. Let me come clean so you know where I’m coming from, or maybe more accurately, not coming from. I’m not going to show you…

Read More

Financially, Emotionally & Physically Surviving Divorce

Posted in ,

What do you want your divorce to look like? A simple question, but it may be the key to taking the pain out of your split and helping divorce proceedings run better financially, emotionally and physically. Listen to my recent podcast episode with divorce attorney and collaborative practitioner Juliet Laycoe for a modern day approach to surviving divorce.…

Read More

5 Retirement Considerations After a Divorce

Posted in

Divorce wrecks a lot of things, and your finances are often one of the biggest. Even worse, the financial impact of divorce isn’t limited to those first few years where you’re trying to live on an individual’s salary after years of sharing expenses. Divorce can also seriously impact your retirement from a number of angles.…

Read More

Critical Financial Steps to Take Before a Divorce

Posted in

Before your divorce goes through, it will be wise to check up on financial matters. It will be better to assess the state of your financial life before the split rather than after. Find out where you stand financially. Beyond your salary and your bank accounts, how much do you have in the way of…

Read More

Essential Financial Planning for Divorced Women

Posted in

A divorce is one of the most stressful circumstances a woman can experience. It can leave you feeling as if some things are beyond your control. Do not let that feeling interfere with your effort to maintain control over your financial life. Financial planning after a divorce is not radically different than financial planning before…

Read More

21 Divorce Financial Tips You Must Do After Divorce

Posted in

As a divorce financial advisor, I’m often brought in to work with a client who is going through a divorce, but I’m just as often brought in AFTER a divorce. The newly divorced client is typically concerned about their finances and wants to make sure they have enough now and that they will have enough…

Read More

Rethinking the Prenup

Posted in

My interview with Divorce Corp documentary director Joe Sorge on the idea of requiring financial disclosure of assets and liabilities BEFORE marriage: https://soundcloud.com/sudden-wealth-radio/divorce-corp-the-business-of-divorce#t=44:28 ROBERT PAGLIARINI: One of the things I’ve been thinking about for some time is essentially forcing every soon-to-be-married couple to have a prenup. When people think of prenuptial agreements, they often think…

Read More

Divorce Corp Documentary Interview

Posted in

I recently interviewed the director, Joe Sorge, of a new documentary called “Divorce Corp” about the perils and problems of the current family law system. Here is a snippet from the full Divorce Corp interview: ROBERT PAGLIARINI: In a divorce process, there are the parties that are getting divorced (the husband and the wife), and…

Read More

8 Strategies to Stay Strong During a Divorce

Posted in

Robert Pagliarini contributed a column to Forbes titled “How to Stay Strong & Get What You Deserve in a Divorce“. This is an excerpt: Most clients want to move on with their lives and experience peace and happiness again. But what happens when giving up means giving in? Will you feel immediate relief? Absolutely, but…

Read More

What Is a Divorce Financial Advisor?

Posted in

A divorce financial advisor is a financial advisor that focuses on helping clients navigate the unique and complex financial issues of a divorce. How does a divorce financial planner differ from a traditional financial planner? The gold standard in financial planning is the Certified Financial Planner designation. Anyone with this designation has gone through several courses…

Read More
Reach us at (949) 305-0500