"The money is just data. It's numbers and getting at the core of what it means to them, what it represents. It represents their values, their ideals, their hopes, their dreams." - Jon Tanner

Jon Tanner, president of Summit Advisors at William Joseph Capital Management, is a seasoned financial planning expert with over 35 years of experience, specializing in the intricate financial aspects of divorce. A native of Hudson Valley, Jon is celebrated for his empathetic, team-based approach, working closely with lawyers, accountants, and other professionals to craft financial settlement plans that promote compromise and clarity. He believes that a successful financial plan in divorce requires looking beyond the headline numbers, emphasizing the importance of understanding the sustainability and nature of assets such as retirement accounts and real estate. Jon is committed to helping his clients not only manage the immediate financial challenges of divorce but also build a solid foundation for the future, acknowledging the emotional hurdles and guiding them toward confident financial independence.

Key Takeaways

->Financial planning in divorce is crucial for stability and navigating major life transitions.

->Getting organized with financial information such as bank statements and debts is important for understanding one's financial reality.

->Considering the sustainability and nature of assets is essential for making informed decisions for a stable post-divorce future.

->Working with a team of professionals including lawyers and financial advisors can provide cohesive guidance and minimize conflicting information.

->Involving a financial advisor early in the divorce process can prevent irreversible decisions and provide clarity for managing financial future.

->Look for a financial advisor with certifications like a Certified Divorce Financial Adviser (CDFA) and experience in divorce financial matters.

Connect with Jon Tanner:

https://www.williamjosephcapital.com/

https://www.linkedin.com/in/jon-tanner-71175a3b/

Connect with Katherine Miller:

https://www.linkedin.com/in/kemiller1/

https://miller-law.com/