In the same way divorce closes one chapter, it kickstarts another.

You've just experienced one of the most difficult transitions of your life. To your resilience and courage, we applaud you.

Now, on the other side of a sizable settlement, you're starting life over, practically from scratch. Whether you managed the family's finances in the past or you're treading uncharted territory, you have some big decisions ahead of you.

Before you can build a plan, you must first understand what's important to you, how your needs and goals have changed, and what's possible now.

In this guide, you'll learn how to regain control over your financial world, as you start to build the foundation for a solid financial future one step at a time.

Get the guide
Post-Divorce Financial Checklist Front Cover

  • Knowing where to start

    There's no shortage of advice after a divorce. The harder part is knowing what to do first, what can wait, and what shouldn't be touched until you understand the full picture. Without a clear order, even straightforward decisions start to feel heavy.

  • The decisions you can't aford to miss

    QDROs. Beneficiary designations. Social Security eligibility. Tax implications on transferred assets. These are the quiet decisions that have long-term consequences—and the ones most often overlooked in the months after a divorce is finalized.

  • Building financial confidence on your own

    For many, this is the first time making major financial decisions alone. The goal isn't just to get through the paperwork. It's to come out the other side with a clear sense of where you stand, where you're going, and what's possible from here.

This guide is built for those who are:

  • Recently divorced or in the process of divorce
  • Managing a seven-figure settlement on their own
  • Rebuilding their new normal, and facing big questions along the way

Sound like you? Download your free copy today.

What's inside this guide

  • A detailed phase-by-phase action plan

    From your first 30 days to six months and beyond—exactly what to do, in the right order, so nothing important gets missed.

  • Guidance on your most complex decisions

    Retirement accounts, Social Security eligibility, tax implications, housing, insurance. These are the decisions that have long-term consequences, explained simply.

  • A foundation for the life you're building

    This guide helps you get organized and understand where you stand today so you can move forward with a confident financial plan.

Frequently Asked Questions

  • Is this guide only for women?

    No. This guide is for anyone going through a divorce.

  • Do I need to be a Johnson Investment Counsel client to download it?

    You do not need to be a Johnson client; the guide is free for anyone to download.

  • Will someone follow up with me after I download?

    No one will call you or contact you directly. After submitting your email address and downloading the free guide, you will receive a few emails from Johnson Investment Counsel with additional helpful information for those going through a divorce. You are welcome to reach out when you are ready to talk with an advisor, or feel free to unsubscribe from emails at any time.

  • What makes Johnson Investment Counsel different in situations like this?

    Johnosn Investment Counsel has been serving clients since 1965. We have the experience and expertise to help guide you through this transition.

  • I'm earlier in the process, not yet divorced. Is this still helpful?

    Yes, many of these steps are helpful to understand even before your divorce is finalized. Reviewing the checklist early can help you ask better questions, avoid common oversights, and feel more prepared for what’s ahead, so you can make thoughtful decisions at each stage of the process.

  • What if I'm not sure I'm ready to talk to an advisor yet?

    That's not a problem. We are here to help when you are ready to talk.

About Johnson Investment Counsel

For more than 61 years, our team has leveraged its expertise, experience, and passion for serving others to help clients reach their goals.

Offering a robust range of wealth management services, our in-house team of experienced, highly credentialed professionals includes 40 Certified Financial Planner™ (CFP®) professionals, 39 Chartered Financial Analysts (CFAs) as well as attorneys, trust officers, portfolio managers, and research analysts. Our team-based approach allows each professional to focus on their area of expertise so that our wealth advisors can focus their full attention on you.

A clear path forward starts here.

Find your strength, independence, and stability in this next stage of life.

We'll guide you through it.

Get the guide