Many clients find it hard to see how a percentage-based settlement ensures their financial security after a divorce.
From our experience guiding clients through divorce and financial settlements, we've seen the importance of clear financial advice that focuses on post-settlement security.
Often, clients leave a settlement with assets but no clear plan on how to manage them to meet their goals—especially if they haven’t been involved in managing finances before.
Our Discover Process is designed to assist clients at the beginning of their financial settlement journey by:
– Identify their most important Financial Goals: Understanding what truly matters to them post-divorce.
– Craft a Tailored Plan: Developing a realistic financial strategy that aligns with their needs and aspirations.
– Gain Confidence: Reducing fear and uncertainty by providing clear, objective, actionable insights.
Through our process, clients will understand what they need and what will keep them on track post settlement. This empowers the client to enter negotiations with confidence and clarity.
Why Partner with Discover Financial Partners?
– Expertise in Family Law: We specialise in working closely with family divorce lawyers to enhance the client experience.
– Client-Centric Approach: We prioritise the financial education and empowerment of clients who may not have managed the family finances prior.
– Holistic Financial Planning: We connect financial settlements to long-term goals, ensuring that clients feel secure and informed every step of the way.