Divorce Planning




Going through a divorce?  Let us help.

None of us are experts on all aspects of life.  As a result, it's important to surround ourselves with trusted professionals to compliment areas in which we lack knowledge.  Meritis Wealth Management, Inc. specializes in just that - working with the “non-CFO” spouse (or the person in the relationship who did not have primary responsibility over the finances) to educate and empower them for a better future.   

While certain professionals speak about the division of assets, spousal support, and monthly cash flow, few are able to help explain the long-term financial implications of a separation.

We believe that every individual going through a divorce should understand the long-term financial implications of their settlement prior to signing the divorce decree.

Through the use of Envision® investment planning software, we help individuals to analyze the financial implications of their divorce over decades.  This is typically done during mediation or when preparing for litigation.  In either case, both the attorney and client are provided a stronger sense of awareness and comfort around the short- and long-term financial consequences of the separation. We provide this service at no cost with the hope of being considered as your financial advisor after the process is complete.

 

This information is made available with the understanding that Wells Fargo Advisors Financial Network and its affiliates are not engaged in rendering legal, accounting or tax advice.

Envision® methodology: Based on accepted statistical methods, the Envision tool uses a simulation model to test your Ideal, Acceptable and Recommended Investment Plans. The simulation model uses assumptions about inflation, financial market returns and the relationships among these variables. These assumptions were derived from analysis of historical data. Using Monte Carlo simulation, the Envision tool simulates 1,000 different potential outcomes over a lifetime of investing varying historical risk, return, and correlation amongst the assets. Some of these scenarios will assume strong financial market returns, similar to the best periods of history for investors. Others will be similar to the worst periods in investing history. Most scenarios will fall somewhere in between. Elements of the Envision presentations and simulation results are under license from Wealthcare Capital Management LLC. © 2003-2021 Wealthcare Capital Management LLC. All Rights Reserved. Wealthcare Capital Management LLC is a separate entity and is not directly affiliated with Wells Fargo Advisors.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (CA, CO, DC, FL, GA, LA, MD, ME, NC, NJ, PA, TX, VA, WV). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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