Your Divorce Playbook: How to Make Smart Financial Moves When It Matters Most
If divorce feels like a high-stakes game, that’s because it is — especially when it comes to your finances.
You don’t get a second chance at dividing assets, securing support, or protecting your long-term financial stability. And while there’s no bracket to fill out, each financial decision you make can lead you closer to a stable future — or take you further away from it.
Let’s break down a few winning plays:
Start with a Full-Court Press
The sooner you gather your financial records — tax returns, bank and retirement statements, debts — the more confident and prepared you’ll feel. Don’t wait until the last minute. Start now. Knowing what you own and what you owe is the foundation of every smart financial decision in divorce.
Avoid the Fairytale Thinking
We all hope things will go smoothly — but hoping isn’t a strategy. Prepare yourself with facts, documents, and clear expectations. Understand the true value of your assets (including the tax consequences) and what you’ll need to feel financially secure moving forward.
Don’t Make a Buzzer-Beater Decision
Quick settlements can lead to long-term regret. Give yourself time and space to evaluate every offer — especially when it comes to retirement accounts, spousal support, or keeping the home. You don’t have to make these decisions alone.
Get the Right Coach in Your Corner
This is where I come in. As a money coach and tax advisor with deep experience in divorce, I help you see the full financial picture. I’ll work with you to avoid costly mistakes, understand your options, and create a plan that supports your life after the divorce.
Because this isn’t just about surviving divorce — it’s about building a strong and confident next chapter.
Disclaimer:
NOT LEGAL OR TAX ADVICE: This information is for general informational purposes only and does not constitute legal advice or tax advice. It is not intended to be a substitute for professional legal or tax advice. You should seek the advice of a qualified attorney or tax professional for advice, support, and/or services tailored to your specific facts and circumstances. This communication does not create an attorney-client relationship, nor is it a solicitation to offer legal advice. IDFA and its representatives make no warranties about the information contained herein and assumes no responsibility for errors or omissions in the content or for any actions taken based on the information provided.
IRS CIRCULAR 230 NOTICE: To ensure compliance with the requirements of IRS Circular 230, we inform you that any U.S. tax advice contained in this communication or any of our materials is not intended or written to be used and cannot be used for the purpose of avoiding penalties under the Internal Revenue Code or for promoting, marketing or recommending to another party any transaction or matter addressed in this communication or attachment.
