Planning For

Relationship Transitions

Planning for Relationship Transitions

Money is the number one issue couples argue about and a leading cause of divorce and separation. It doesn’t have to be that way – building strong financial skills and habits early in your relationship can provide you the confidence for life’s next milestones.

At any age, if you’re

  • getting married for the first (or second or third) time
  • entering or in a common-law relationship
  • creating a blended family
  • divorcing or separating from your partner

Getting in or out of relationships is an important life event that has significant financial consequences.

How We Can Help

Surprisingly, many of the financial issues of “getting into” a relationship are similar to those of “getting out” of one.

Merging or uncoupling finances isn’t simple – because relationships aren’t simple. That’s why:

  • The FocalPoint “Getting Ready” Financial Plan provides a path to build financial confidence for your next life transition – whether it’s “getting into” or “getting out” of a relationship.
  • Our Divorce Financial Analyst provides scenarios for the division of family assets and obligations with divorce or separation.

Relationship Transitions

We can work with you to answer questions like these… because the answers are all about you.

Transitions

Tax Planning

Risk Management

Wealth Accumulation

Discover your “Getting Ready” Financial Plan or Divorce Financial Analysis to prepare for your future.

Divorce and Separation

FocalPoint’s divorce financial analysis team, lead by Michelle Aucoin, works with you to develop scenarios for the division of assets and debts and to understand the financial consequences of your divorce. We will strategically guide you through a disciplined financial analysis process, which is delivered independently of a financial plan.

The Impact We’ve Had

Discover Your “Getting In” or “Getting Out” Financial Plan.

Getting In or Getting Out of a relationship can bring uncertainty, but FocalPoint’s expertise and credentials can help you navigate the challenges with a robust, effective plan.