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

A Wealth of Trust

Connect with your advisor
Be supported by an advocate
Be confident in our guidance

Clarity & Confidence

Remove confusion
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

A Wealth of Trust

Connect with your advisor
Be supported by an advocate
Be confident in our guidance

Clarity & Confidence

Remove confusion
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

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

0

Active Customers

$ 0

Assets Under Management

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