People often come to us and ask “I just got divorced, now what do I do?”.
You’ve just come through one of life’s toughest transitions. Now it’s time to become the best steward of your successfully negotiated settlement going forward. To help you do that, American Capital Planning can provide fee-only, financial planning and fiduciary investment management.
In our financial planning process, we’ll provide an insurance review and examine tax impact. We’ll also show you how to pay your bills through an intentional spending plan. Through our investment management work together, we’ll provide a risk profile leading to a low-cost, diversified investment portfolio to help you achieve your future goals.
Let us be your trusted partner in the stewardship of your settlement. Give us a call today!