Pre-Retirement

As you approach retirement, it’s essential to ensure your finances align with your long-term goals. We help you transition smoothly with:

  • Assessing retirement readiness and income needs
  • Maximizing Social Security and pension benefits
  • Organizing investment strategies for a confident retirement
  • Managing taxes and withdrawal strategies
  • Planning for healthcare and long-term care costs
  • Creating an estate plan to protect your legacy
  • Providing financial confidence for a fulfilling retirement
 

Post-Retirement

Retirement is about enjoying the life you’ve worked hard to build while ensuring financial security. We help you navigate this stage with:

  • Sustainable withdrawal strategies to make your money last
  • Managing taxes on retirement income and investments
  • Optimizing Social Security and pension benefits
  • Planning for healthcare, Medicare, and long-term care expenses
  • Estate and legacy planning to protect your wealth
  • Charitable giving and philanthropy strategies
  • Ongoing financial guidance to adapt to changing needs
 

Divorce Financial Planning

Although life is a continual series of transitions, significant events or life-changing experiences occur periodically that require financial resources and decisions with long-term impacts. Divorce, retirement, widowhood, change in family status, or any number of transitions require special financial consideration. with careful planning and expert help from professionals specializing in financially equitable divorce settlements, you can increase your chances of arriving at a settlement that is fair and equitable, and one that fully addresses your long-term needs.

At Shokohi Wealth Management Group, we work closely with our clients and their attorneys to lay the groundwork for a smooth transition from marriage to a new, independent life. Company founder Nadia Shokohi, Ph.D., is a Certified Divorce Financial Analyst™ (CDFA), trained specifically in the financial issues of divorce, and she brings an interdisciplinary knowledge to the complicated issues that often arise in a divorce.
 

Services include:

Pre & During Divorce
  • Identify and explain the financial data needed to help make fully informed and intelligent decisions.
  • Organize your financial documents necessary for the financial disclosure requirements
  • Help complete financial affidavits accurately
  • Analyze the short-term and long-term financial implications of a divorce settlement.
  • Document marital standard of living.
  • Support clients and their attorneys in the creation of budgets that demonstrate the right level of support.
  • Provide a thorough after-tax analysis of any proposed settlement.
  • Offer insight into the advantages and disadvantages of different settlement proposals.
  • Strategize and build creative options to complicated settlement issues such as stock options, valuing closely-held businesses, life insurance policies, etc.
Post Divorce
  • Loss of health, life, or disability insurance coverage
  • Loss of retirement plan benefits
  • Need for new or updated estate planning documents
  • Develop budget and money management systems
  • Oversee asset transfers
  • Manage investments
  • Monitor results
  • Update financial plan yearly
  • Certified Divorce Financial Analyst™ is a federally registered CDFA® certification mark owned by the Institute of Divorce Financial Analysts (IDFA). This mark is awarded to individuals who successfully complete the CDFA Board’s initial and ongoing certification requirements.
 

Employer-Sponsored Qualified Plans

Nadia specializes in providing fiduciary services to employer sponsored qualified and non-qualified retirement plans.

She provides plan design, onsite employee education and services to large companies to multi-generationally owned family businesses to non-profits.

Shokohi Wealth Management is committed to your employees’ retirement. Our comprehensive, full-service approach helps you address your fiduciary obligations and provide customized Deferred Compensation and Defined Contribution retirement programs. 

We provide:

  • Fiduciary Services: 3(21) 
  • Plan Design and Implementation
  • Vendor searches, benchmarking and management
  • Investment selection, review and monitoring
  • Assist in identifying Qualified Default Investment Alternative (“QDIA”)
  • Financial wellness programs
  • Onsite Education and Enrollment
  • Retirement Counseling and Financial Planning
  • Face to face meetings with employees
  • Independent Investment Advice
     
 

Young Professionals

We help you build a strong financial foundation and make informed decisions for long-term success. Our services include:

  • Managing student loans and debt repayment strategies
  • Creating a budget and optimizing cash flow
  • Establishing an emergency fund and savings plan
  • Starting to invest and aim to grow your wealth
  • Planning for major life goals, like buying a home or starting a family
  • Understanding employee benefits and retirement plans
 

Women Investors

We empower women to take control of their financial future with personalized guidance and strategies. Our services include:

  • Building financial confidence and investment knowledge
  • Creating a personalized investment strategy aligned with your goals
  • Navigating career transitions, inheritance, or financial independence
  • Planning for long-term security and wealth growth
  • Managing risks and protecting assets
  • Preparing for retirement with a tailored financial plan
  • Supporting financial empowerment at every stage of life

 

 

 

Executives

Executives

As a busy executive, you need a strategic financial plan that seeks to maximizes your earnings and minimizes complexity. We provide tailored strategy to help you:

  • Optimize compensation packages, including stock options and bonuses
  • Implement tax-efficient investment and savings strategies
  • Manage cash flow and wealth accumulation
  • Plan for retirement while maintaining your lifestyle
  • Preserve your assets and mitigate financial risks
  • Balance business, career, and personal financial goals
  • Create a legacy through estate and philanthropic planning
 
 

Business Owners

As a business owner, your personal and business finances are deeply connected. We provide strategic financial guidance to help you:

  • Optimize business cash flow and financial planning
  • Implement tax-efficient strategies for business and personal wealth
  • Structure retirement plans, including 401(k)s and SEP IRAs
  • Plan for business growth, succession, or exit strategies
  • Protect assets with risk management and insurance solutions
  • Balance personal and business financial goals
  • Build long-term wealth while maintaining financial flexibility