Don’t just go through it, grow through it
Grow in financial peace of mind, confidence, and fulfillment
Our Proven Process
Over years of experience, we’ve developed a proven process and services for navigating the financial aspects of divorce and thriving in the years after.
Gather
Survey where you are
- Discover, organize, and accurately summarize financial information including your household assets, debts, income, expenses, and insurance.
- Assess and prioritize immediate financial needs.
- Develop a plan to resolve those immediate financial needs.
- Prepare your Affidavit of Financial Information.
- Create a “1-Page” financial summary
Look Ahead
Envision what you want
- Discover, define, and document what’s most financially important to you.
- Gain a deep understanding of the relationship between you and your money.
- Design a lifestyle that fits you and your needs.
Bridge the Gap
Go where you want to be
- Create your post-divorce financial plan – your playbook for financial fulfillment. This includes:
- Financial Settlement Plan
- Insurance Plan
- Estate Plan
- Tax Planning and Preparation
- Investment Plan
- Cash Flow Plan
- Financial Alignment Plan
your divorce is over, now what?
A Lifelong Partnership
Step up and step into the next season of your financial life with a partner you can trust. After your divorce is finalized, we will help you to continuously discover, define, and implement what moves you into higher levels of financial fulfillment. The cornerstones of
our ongoing relationship will be.
A Focus on Your Needs
Feel Heard
Feel Seen
Feel Understood
Feel Seen
Feel Understood
A Wealth of Trust
Connect with your advisor
Be supported by an advocate
Be confident in our guidance
Be supported by an advocate
Be confident in our guidance
Clarity & Confidence
Remove confusion
Eliminate financial anxiety
Always see the right path
Eliminate financial anxiety
Always see the right path
Positive Financial Impact
Watch your life change for the better
See the impact of your choices
Feel the benefits of our partnership
A Focus on Your Needs
Feel Heard
Feel Seen
Feel Understood
Feel Seen
Feel Understood
A Wealth of Trust
Connect with your advisor
Be supported by an advocate
Be confident in our guidance
Be supported by an advocate
Be confident in our guidance
Clarity & Confidence
Remove confusion
Eliminate financial anxiety
Always see the right path
Eliminate financial anxiety
Always see the right path
Positive Financial Impact
Watch your life change for the better
See the impact of your choices
Feel the benefits of our partnership
See the impact of your choices
Feel the benefits of our partnership
YOUR MONEY IS IN GOOD HANDS
Live Richly + Verus Capital Partners
As a client of Live Richly, you gain access to an elite team of professionals. Through our partnership with Verus Capital, we open the door for you to a network of experts with a strong track record in the areas of money management, tax, insurance, and estate planning.
2009
Date of Establishment
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Active Customers
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Assets Under Management
