Julie Meissner, founder and CEO of Treehouse Wealth Advisors, was recently featured in a Forbes article by Lawrence Light titled “What Should Divorcing Women Do To Safeguard Their Financial Future?”
The article addresses the financial challenges faced by women going through divorce, regardless of their employment status, and provides actionable guidance for creating financial security during this transition. It covers everything from initial financial assessment to long-term planning strategies.
Julie emphasized the importance of thorough financial documentation: “Start by compiling all financial documents, including bank statements, investment accounts, debts, property records, and tax returns. This step becomes even more critical if there are children.” She noted that asset division can be particularly significant for homemakers with fewer assets in their own names.
Regarding post-divorce budgeting, Julie emphasized the importance of realistic planning: “It is essential to evaluate all expense items and ensure that the budget aligns with a new post-divorce financial reality, including income and support that will be received or must be paid.” She highlighted that for homemakers, child support and alimony considerations become crucial elements of financial planning.
Julie also addressed the importance of professional guidance: “Seek the assistance of experienced professionals such as a divorce attorney specializing in high-net-worth cases, an experienced financial planner, and a tax advisor. They can help guide you through complexities unique to affluent, professional women.”
She concluded with an empowering message: “Taking control of finances can empower women to make informed decisions. Women going through a divorce can educate themselves about financial options, stay informed about their rights, and make decisions confidently as they prepare for their future.”
Treehouse Wealth Advisors is a fee-only wealth management firm based in the San Francisco Bay Area, serving innovators, legacy builders, and impact makers. The firm provides personalized financial planning, investment management, and wealth advisory services, helping clients navigate significant life changes while working toward fulfilling and meaningful lives.
