Disclosures: A.M. Financial provides supporting financial information, evaluation and analysis to be utilized by the client and the client's selected attorney if directed, during the process of their divorce.  Services provided in regards to this agreement are solely fee-only and do not involve investment or security advice or insurance transactions.  All information is financial in nature and should not be construed or relied upon as legal or tax advice.  A.M. Financial IS NOT AN ATTORNEY AND DOES NOT PROVIDE LEGAL OR TAX ADVICE.  Individuals are encouraged to seek competent legal and tax advice from professionals who specialize in divorce and tax laws in their respective state.

Investment advisory services offered through WealthSource Partners, LLC ("WSP"), a registered investment adviser.  Amy Mahlen (CRD #4692263) is an Investment Adviser Representative of WSP.  Registration with the U.S. Securities and Exchange Commission does not imply any certain level of skill or training.The statements and opinions expressed by A.M. Financial are those of Amy Mahlen and do not represent the views and/or opinions of WealthSource Partners, LLC ("WealthSource") or any other associated or affiliated person of WealthSource. Furthermore, the statements and opinions expressed are for informational and educational purposes only and should not be construed as legal, tax, accounting or investment advice. All statements and opinions are current only as of the time made and are subject to change without notice.  A.M. Financial and WSP are independent and unaffiliated entities.

This website is a publication of A.M. Financial. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Content should not be viewed as personalized investment advice or as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. A professional adviser should be consulted before implementing any of the strategies presented.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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7 Tips if a Divorce is on the Horizon

February 7, 2020



What do you need to know if a divorce is possible in your future?  Regardless of which path your relationship goes, here are seven helpful tips to be aware of:


1. Seek the RIGHT Advice for YOU

Not all advice is best for your situation.  Relationships are different, and all divorce experiences are unique. Be sure to take friend's and family's advice with the grain of salt. Not all divorce professionals are aligned with your priorities regarding your changing relationship with your spouse and therefore what you need. Some attorneys excel at litigating divorce which can cause more conflict yet provide the highest level of protection for those who require that level of representation. Make sure to research divorce methods, the pro’s and con’s of each option, and what is best suited for you before moving forward (refer to Divorce Methods & Options here). Research and interview qualified professional who align with the method that best suites you and provides the qualified services you require. The following are a list of professionals available to help you:


  • Attorney

  • Collaborative Attorney

  • Mediator

  • Financial Divorce Analyst

  • Divorce Coach

  • Counselor (or Collaborative Facilitator)


2. Gather and Organize Financial Information

Regardless of where your future is headed, it is extremely important to be aware of your finances. If at all possible, locate financial documentation titled in either you or your spouse’s name. The more organized you are, the more you will be able to utilize time with professionals, know what should be monitored and move forward more easily if things progress. If things do not proceed to divorce, you will now be a more informed and accountable partner.


Here is a list of items to prepare:

  • Bank Statements

  • Business Statements (assets, debts, income and expenses)

  • Retirement Account Statements

  • Investment Account Statements

  • Private Investment Contracts

  • Debt Statements (credit cards, car loans, mortgages, student loans, etc)

  • Pay Stubs or other income documentation (W-2s, 1099s, check copies, etc)

  • Income Tax Returns (past 3 years)

  • List of assets and debts brought into marriage (and respective values at the time)

  • Business Balance Sheet and Prof