I’m Going Through a Divorce

Navigating the Future on Your Own Is Challenging

Divorce is difficult. As you navigate the road forward, we’re here to help.

If you’re considering divorce, in the middle of the proceedings, or you’ve begun rebuilding your life, having a firm grasp of your financial situation is important.

Thinking about finances and all that needs to be done can quickly become overwhelming.

We Can Help

When you take control of your finances, you’re taking back control of your life. 

We’ll partner together with your attorney to understand the divorce settlement and strategically position your assets. Together, we’ll assess the impact on your assets, budget, and retirement scenarios.

Meet David Bodnar, CFP, CLU, ChFC

David Bodnar heads up our efforts in planning the financial futures for our clients who are going through a divorce. 

A true Cincinnatian, David grew up in Mariemont and has lived in the area his entire life. As a result, David has built an extensive network including a longstanding relationship with divorce and estate planning attorneys at Cors & Bassett. 

With this network, Dave helps clients manage separation of assets according to the divorce decree. 

Divorce can leave you feeling quite alone. Dave considers it a privilege to act as a rock for our clients during this time and does his utmost to instill confidence in the future necessary to tackle any financial challenges that arise. Providing a service at such a critical time is not only a special interest for Dave, but a calling. 

Put Dave’s experience to work for you. Set up an appointment to talk with us about your current financial situation and future goals. We look forward to talking with you.

Next Steps: A Conversation

Our licensed financial planners and tax professionals will walk you through a financial plan that was built from scratch just for you. These visuals will be tailored specifically to your current financial snapshot and your goals. This way, we can talk about your unique situation and provide equally-unique strategies for you to consider.