how we plan / Planning for your Family & Home /

Re-Establishing Finances After Divorce or Death of a Spouse


A divorce or the death of a spouse can be a challenging time for one’s personal and financial life. Following these events, individuals must close old joint accounts, open new accounts, and update their beneficiaries. They must also address longer-term items such as revising their estate plan, revisiting their investment strategy, and ensuring their taxes are paid. At B|O|S, we help our clients reestablish their finances by serving as a trusted advisor throughout transitional life events.

Speak with Michelle Soto, CFP®, CDFA™, who provides investment advice, portfolio design, and financial planning advice to both private and institutional clients.

B|O|S Recognition

B|O|S  is proud to have been recognized as an industry leader in the registered investment advisor space. These accolades and peer-recognitions reflect not only our passion, but also our deep commitment to every aspect of our relationship with our clients.


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