When you’re going through a divorce, emotions often run high, and with children and day-to-day life obligations to worry about, your finances may not be a top priority. However, equipping yourself with the knowledge about your specific financial situation can be empowering, allowing you to navigate the process from a place of understanding and start your new chapter.
How to prepare for a meeting with an advisor:
Before you meet with your advisor, we recommend that my clients try to gather the documents listed below. If you don’t have access to these documents, don’t fret. You can work with your advisor to get the best understanding of your overall
financial picture. You will need the same information for your attorney.
- Investment account statements showing account values, holdings, cost basis and account titles
- Debt statements showing interest rates and outstanding balances
- Property deeds
- Insurance policies, including the declarations pages for life, health, disability and long-term care insurance
- Property and casualty coverage, including auto, homeowner, renter, umbrella and business insurance
- Tax returns from the last three years
- Prenuptial or post-nuptial agreements
We are an independent advisory firm
Independence Is Its Own Reward
As an independent advisory firm, Prism Capital Management is not pressured by a parent company to direct you into their proprietary products. As a result, we have the freedom to provide you with a wide variety of investment choices from among the best that the financial services industry has to offer. And as a Registered Investment Advisor with the Securities Exchange Commission, we have a fiduciary responsibility to always put your best interests ahead of ours. You never have to worry about a conflict of interest when we make a recommendation.
As a fiduciary, we're different from other advisors.
As a Registered Investment Advisor regulated by the U.S. Securities And Exchange, Prism Capital Management LLC works exclusively for you, putting your interest first in all we do. Working as your advisor, we are a fiduciary and must always protect your best interests and disclose to you any conflicts that could prevent us from serving your best interests.
Guiding You Through The Process
Get Divorce Support Here
Send us a note below to meet with Prism Capital Management and discuss how we can help you make the most of all that you own, now and for decades to come!