Divorce Financial Services
Providing financial clarity through and after divorce
Providing financial clarity through and after divorce
Through a combination of in-person and over the phone meetings, as well as ongoing support every step of the way, we will guide you through the process of gaining control over your finances. We will work together to:
Where are you financially and where do you want to be?
We will work together to gather the necessary information and documentation to create a clear picture of your current financial situation. We will discuss where you would like to be, what your short and long term goals are, as well as your fears and potential roadblocks. We will talk about your lifestyle and other goals to understand what you would like your money to do for you. In this step we will explore your values: what is important to you and what isn't.
What is the ideal financial outcome given the circumstances and how do we get there?
Now that we have a complete picture of your financial situation and an understanding of your needs and goals, we will analyze your options related to asset division, property classification, tax implications, support proposals and income and expense projections. Working in tandem with your legal team and other subject-matter resources, we will craft your proposals and responses to maximize negotiations. We will educate you on the various components of your finances, answer any questions you have and illustrate through financial modeling what different scenarios will mean to you. You will be empowered to negotiate from a place of knowledge and clarity while understanding the implications of different financial outcomes.
How do we make your settlement work for you?
The hard work of reaching a settlement is done. Now it's time to implement the plan we crafted together and get your money working for you. We will help you through the process of creating accounts, executing rollovers and identifying beneficiaries. Together, we will manage your financial plan by constructing a solid portfolio, creating budgets and revisiting and revising the plan as needed. With your money working for you, you will have the peace of mind to focus on the things that matter most.
Our experienced Certified Divorce Financial Analysts are here to provide the guidance and support you need to navigate this challenging time with confidence.
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