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.
The process of getting divorce is a combination of legal, emotional, family, and financial issues all rolled into one. Many times the financial side of the equation is overlooked, or assumed to be fully analyzed in the legal process. But far too often the financial side is under-analyzed, under-appreciated, and not “future-proofed.” That’s where I, the financial advisor, come in.
While your personal business is just that – personal – this divorce will affect a lot of people. Family and friends will be concerned for your well-being, as well as have questions on how this might change their relationship with you and your spouse.
When you understand the true cost of an adversarial divorce, finding your way to keep things calm not only makes the process of divorce easier, it simply costs less. A lot less.
My post-divorce team helped me navigate what otherwise would have been some rocky terrain. I surrounded myself with people I needed, who I knew, or had been referred by people I trusted and who I knew had my best interests at heart. So as you find yourself nearing the other side of your divorce process, consider arming yourself with your own team.
A difficult part of divorce is accepting that your financial picture will change, and it will likely not be as robust as it was when you were married. This is why it's important to align yourself with a financial planner who is experienced in divorce settlements.
Certified Divorce Financial Analyst
Business Valuators / CPAs