Helping You Move Forward with Confidence
The legal process is behind you.
After months of difficult decisions and countless details, you’re finally ready to focus on something different—not what you’re leaving behind, but what comes next.
This next chapter brings its own set of important financial decisions.
It can feel like a lot.
You don’t have to navigate it alone.
At Echelon Financial, we help affluent women organize, simplify, and coordinate every aspect of their financial life after divorce. Our goal is to help you move forward with clarity, confidence, and the peace of mind that comes from knowing you have a thoughtful plan—and a trusted advisor by your side.
Divorce changes more than your marital status.
It changes the way you think about your future.
The decisions you make today can influence your lifestyle, retirement, family, and financial security for years to come.
That’s why our first conversation isn’t about markets or investment returns.
It’s about you.
We want to understand your goals, your concerns, and what you want this next chapter of your life to look like.
Some women want to know they can retire comfortably.
Others want confidence that they’ve protected their children and their legacy.
Some simply want to feel organized again after months of uncertainty.
Wherever you are today, we’ll meet you there.
From that point forward, we’ll help you make thoughtful financial decisions—one step at a time.
Whether you were managing a household and family or a career, it’s common to feel uncertain after divorce
Because you’re making important financial decisions during one of life’s biggest transitions.
You don’t need to know every tax rule or investment strategy.
That’s our responsibility.
Your responsibility is to focus on building the life you want moving forward.
We’ll help with the rest.
We’ll explain your options in clear, straightforward language, coordinate with your CPA and estate attorney, and help ensure that every financial decision supports your long-term goals.
Our role extends far beyond investment management.
We coordinate every aspect of your financial life so each decision works together as part of one comprehensive plan.
A personalized financial engine that helps you organize, plan and make informed financial decisions based on your goals, values, and vision for the future.
A disciplined investment strategy aligned with your comfort level, lifestyle, and long-term objectives.
Our in-house CPAs will advise you on tax planning and tax preparation or we can collaborate with yours.
Helping you understand what retirement looks like now and building a plan to help you get there with confidence.
Collaborating with your estate planning attorney to update wills, trusts, powers of attorney, healthcare directives, and beneficiary designations.
Helping you understand how your wealth can support the life you want today while protecting your future tomorrow.
Serving as the quarterback for your financial team by coordinating with your CPA, attorney, insurance professionals, and other trusted advisors.
Because the best financial decisions happen when everyone is working together.
Once your divorce is finalized, there are still many important financial details that deserve careful attention.
We’ll help you navigate them, including:
Every recommendation is designed to help you feel more organized, more informed, and more confident about the decisions ahead.
You don’t need to have every answer before reaching out.
Whether you’re looking for guidance on organizing your finances, protecting your wealth, preparing for retirement, or simply understanding your options, we’re here to help.
Our first conversation is simply that—a conversation.
A chance to discuss where you are today, what matters most to you, and how we can help you move forward with confidence.
The next chapter of your life deserves a thoughtful financial plan and a trusted partner to help guide the way.
FAQ
We do our best work after the decree is signed, so that is when most of our clients come on board. If you are still in the middle of the process, we can talk to determine if you need a Certified Divorce Financial Analyst. If you do, we can point you to a good one.
Most of our work is with households that have around one million dollars or more in investable assets. If your situation doesn’t meet this threshold, please reach out anyway. If we are not the right home for you, we will help you find one.
Yes. We have clients all over the country. We can meet via zoom or phone and can meet in person when it makes sense.
We charge a flat fee for the planning work and ongoing fee for the portfolio management and ongoing financial planning. You will see the numbers in writing before you sign anything. No commissions. No products. No surprises.
Yes, and often. Coordinating your team is part of what you are paying for. In most cases we take that job off your plate entirely so you are not the one sending emails at ten o’clock at night trying to keep everyone in the loop.
Schedule a low-key conversation so that we can talk it through to see what makes sense.
