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MEET OUR PEOPLE
- Linda Y. Leitz
- Jane M. Young
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OUR SERVICES
- widows and widowers
- post divorce assistance
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GETTING STARTED
FINANCIAL RESOURCES

New Address Beginning November 19th 2013:

1271 Kelly Johnson Blvd.
Suite 240
CO Springs, CO
80920

Directions

719.260.9800

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Assistance with Post-Divorce Paperwork and Financial Planning

Fee Only Certified Financial Planner

Through our affiliate company, Divorce Solutions, Inc., we provide consulting on the financial issues in divorce. As a result we understand the financial and emotional toll that divorce can have on our clients. We can help you prioritize and process all of the paperwork required to separate your assets after a divorce. We understand that divorce can be very emotional and overwhelming. Our goal is to help you identify what must be done immediately and what can wait to a later date. We can help you organize the process into more manageable, well defined steps. When you are ready, we can guide you through the financial planning needed to prepare you for a new future – full of new hopes and dreams.

Some of the services we offer include:

  • Assistance in processing paperwork with banks and investment companies to separate assets
  • Advice on changing ownership on real estate, vehicles, credit cards, mortgages and personal loans
  • Assistance with changing beneficiaries on insurance and investment accounts
  • Assistance with changes to estate planning documents (with assistance from an attorney)
  • Assistance with tax planning and tax preparation
  • Comprehensive post-divorce financial planning