Adrienne Rothstein Grace brings 30 years of financial advisory experience to clients in transition. Whether that transition is in marital status, household partners, job change or elder year planning, Adrienne’s holistic approach to financial transition planning guides clients through prudent preparation as well as rebuilding. With a measured approach to growth and preservation of assets, Adrienne works closely with her clients to develop a sound, comprehensive plan, created for each individual in transition. Her focus is to help clients navigate their transition eliminating financial pitfalls. Adrienne’s qualifications include:
Securities offered through Cadaret, Grant & Co., Inc. Member FINRA/SIPC. Cadaret, Grant and Davis Financial are separate entities.
Don't play the blame game or allow divorce guilt to influence what is rightfully yours in a divorce case.
Consider your debts and income as you take the final steps of divorce.
Take the time to consider your divorce financials as part of the next steps post-divorce.
Just because the agreement has been signed doesn't mean your divorce is over. There may still be steps to take to implement that agreement; make sure to choose the right professional to help you complete each task.
When the holiday bills arrive with the financial pressure they can bring, and one more Valentine’s Day is a disappointment, February 15 can be the day to begin the divorce process.
Certified Divorce Financial Analyst
Business Valuators / CPAs