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How Prepared Do You Feel Financially After Divorce?
A Post-Divorce Financial Clarity Check
This assessment is designed to help give you insight into your financial readiness after divorce, at your own pace and with
no obligation
.
1-min readiness check
Which best describes your current situation?
Going through a divorce
Recently divorced
Considering divorce
When it comes to managing your finances, what has been the most challenging part so far?
Not knowing where to start
Getting clear answers without jargon
Doing everything alone with no support
Sorting through confusing documents/accounts
Wondering if I’m making costly mistakes
How often do financial decisions create stress or anxiety for you?
Rarely
Sometimes
Frequently
Nearly always
What concerns come up most often when you think about your financial future?
Running out of money too soon
Making a mistake I can’t fix
Relying on others again
Not being able to maintain my lifestyle
Leaving my children with financial burden
If you’re being honest, how much do you feel the divorce impacted your financial confidence?
Not at all
A little
A lot - I lost confidence
Completely - I feel like I’m starting over
What type of support would feel most helpful to you right now?
Someone to explain things clearly and slowly
Someone who partners with me in decisions
Someone who can help explain and navigate complex financial topics
Someone who teaches me so I can do it myself
Not sure, I just know I need guidance
If you could change one thing about your financial life today, what would it be?
Confidence and clarity
Control and independence
Organization and simplicity
Growth and better results
Peace of mind
When it comes to your financial future,
what do you want most in the next 12 months?
A clear plan I understand
To learn how to make decisions confidently
To protect what I have
To grow and maximize my assets
To finally stop worrying about it
Looking further ahead, what matters most to you financially over the long term?
Ensuring my children’s future is fully secure
Making sure the assets I received last for the rest of my life
Growing my wealth so I can maintain my lifestyle and independence
Feeling confident that I have a clear long-term financial plan
I’m not sure yet, I want help understanding what to prioritize
Which best describes your current savings and investments?
Substantial savings, want help managing them
Some savings, unsure how to make them last
Building savings, want to make smart choices
What's your email address?
We will contact regarding your self-assessment to provide clarity on your situation.
We do not sell your information, we only use it to contact you.
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What's your phone number?
We will contact regarding your self-assessment to provide clarity on your situation.
We do not sell your information, we only use it to contact you.
Continue
What's your full name?
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It looks like we can help you
regain peace of mind
and a sense of
financial safety
, with
no obligation
.
Feel free to schedule a free financial planning session with Heather at BEAM Wealth Advisors, Inc.
Heather Gardner, CFP
®
WEALTH ADVISOR
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