Financial Planning for Women In Transition

As a woman, your financial needs and challenges are often different. Whether it’s due to divorce, death in the family, the merging of two families, owning your own business, or another life circumstance, as a woman in transition, you face a host of issues that result in challenging financial decisions that need to be made. XPYRIA possesses a wealth of knowledge and experience in serving the unique needs of women like you who are experiencing a variety of life transitions. You may not have control over all of life’s events, but to help you gain control of your financial future, XPYRIA will

  • Analyze your current situation in depth, considering all relevant family members and other stakeholders
  • Consider short-term and long-term goals and consequences
  • Address the areas that matter most to you, as well as any concerns
  • Create plans to protect and grow your sources of wealth

Divorce Financial Planning

Divorce is one of the most stressful things you can go through as a woman. Our main goal is to help make sure you will be financially secure after your divorce.

Here are a few things you can do now to help prepare for the potential of a divorce

  • Gather financial documents
  • Assess your credit score
  • Open accounts in your own name
  • Assemble a professional divorce team

Key indicators that make you a prime candidate for divorce financial planning

  • Spouses owns all or part of a business
  • Spouse earns 75% or more of the family’s income
  • Married for 15 years of longer
  • Spouse owns stock options