Divorce Financial Planning

Speak with an Expert

Going through a divorce can take a toll—it's often a mentally and emotionally draining process. Then there's the financial side. Managing a divorce on your own can be daunting. However, working with a financial advisor to make a plan for an equitable division of assets can help ease the transition.

Vincere Wealth - Real Estate Planning

Divorce can result in significant changes in income, investment assets, living situation, and other areas.

That's why creating a financial plan early on is a key step toward a more financially stable life post-divorce.

Our Specialized Services:

Cash Flow Analysis

This involves assessing how your financial situation may change in the future under various income and expense scenarios.

Tax Planning

We look at the tax characteristics, values and implications of your assets.

Settlement Options

Together, we'll analyze your situation in depth and devise a strategy to create a road map for your new life.

Get the Right Help, Not Just Any Help

Our resident, Divorce Financial Analyst can level the financial playing field and get you organized, educated, and up to speed on making objective and logical decisions.

Designations: MFPA, CFP®, AFC®
Jen is a candidate for the CDFA (Certified Divorce Financial Analyst) designation and will sit for the examination this spring.

Meet Jen Swindler

As a Divorce Financial Analyst and Wealth Advisor here at Vincere Wealth, Jen helps clients navigate their financial challenges and decisions that a divorce can present. Get the answers to all your financial questions.

Connect with jen
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Advice For Financial Separation And Beyond

Our Methodology:

What do you want to achieve in life? What’s on your bucket list? What do you dream of? What keeps you awake at night? We’ll help you work out the answers.
We’ll give you your financial life on a page, mapping out where you are now, where you want to be, and how we can help you get there.
Time to discuss a range of strategies for achieving your financial life goals. Together, we’ll decide which strategy is right for you.
With your strategy agreed, we’ll present our financial advice. Investment, superannuation, insurance or business advice, it’s all backed by hard evidence.
Once you’ve approved our documented financial advice, we’ll set everything up and then give you regular progress updates.
Tap into our knowledge anytime. We’ll arrange regular reviews, sit down with you, determine how your strategy is going and discuss whether we need to make any changes.

Divorce or separation can be isolating. A perplexing emotional rollercoaster.
A financial minefield. But we're here to listen and help you get through your financial divorce and out the other side.

Why Vincere Wealth?


Know where you are. Know where you’re going.
Know what you need to do to get there.
CFP® Board Certified
Our experts are board-certified. Professional designations bind us to strict professional and ethical codes of conduct.
Fee-Only Firm
We're in it for the long haul, and for all the right reasons. There will be no commissions or hourly rates.
Under Fiduciary Duty
We are proud to be fiduciary. Under 'Fiduciary duty': by law, we must have our clients’ best interest at heart
Holistic Financial Planning
We don't put people in boxes or check them. We design financial plans that are unique to you.

Find out how our personalized advice works.

We understand divorce and financial separation. And we understand how to help you through it, ensuring you’re ready for the future. A future that’s yours to define.