DIVORCE FINANCIAL PLANNING FOR WOMEN
Financial Clarity in the Midst of Divorce
Divorce is more than a legal process—it’s a turning point that reshapes your entire life. The financial decisions you make now can impact you for years to come, yet most women feel rushed, overwhelmed, or uncertain about their options.
At Bates Wealth Strategies, we walk beside you with both expertise and empathy. As a financial advisor specializing in Divorce Financial Planning, Heather helps you see the full financial picture, evaluate settlement options, and make decisions that protect your long-term well-being.
Our goal is to replace fear with clarity—and help you step into this next chapter with strength, confidence, and purpose.
What We Help With
Understanding the short- and long-term impact of settlement options
Dividing assets (retirement, property, business interests, etc.)
Creating a post-divorce budget and financial plan
Coordinating with attorneys, CPAs, and mediators
Manage assets, protection strategies, etc.
The BWS Approach
Our process is designed to give you clarity, confidence, and ongoing support through this transition:
1. Clarity Conversation – Begin with a complimentary 60-minute session to discuss your goals and priorities.
2. Tailored Strategy – We analyze your information and identify which planning package best fits your needs, showing you tools and strategies that align your assets with what matters most.
3. Engagement – Once you’re ready, we formalize the partnership with an engagement letter.
4. Strategy Sessions – Throughout the year, we meet virtually or in person to address each part of your plan and create clear action steps so progress actually happens.
5. Ongoing Guidance – Each year, we revisit your goals, update your plan, and adjust as life changes.
Your Next Chapter
Divorce changes life in big ways — but it also opens the door to a fresh start. Our goal is to help you feel confident and in control as you move forward. Together, we’ll create a plan that not only addresses today’s needs but also sets the foundation for the life you want to build.
With clarity around your finances, you can make decisions with confidence, protect what matters most, and step into your next chapter with strength and peace of mind.