Divorce

“At the time of divorce and after you’ll be going through a lot of emotions. But it is still really important that you don’t let your finances get away from you while dealing with the divorce process.”

 

As a divorce financial specialist, my team and I provide the financial knowledge to help you make financial decisions that allow you to live the life you want. My clients range from people considering divorce and wondering whether they can afford it, to those who have already gotten divorced and need to plan for the future. Working with us will provide legal, financial, and emotional support through the divorce process. The goal is to make it as easy as possible for our clients every step of the way. Overall, I will teach you what you own and how to manage your finances so that you can look forward to your money outlasting you.

 

I. Comprehensive financial planning services, including:
• Review and documentation of financial position, including assets, liabilities, and cash flow.
• Identification and prioritization of goals.
• Short- and long-term cash flow optimization given ‘What If’ scenarios.
• Identify and quantify tax implications and impact of market volatility, inflation, healthcare, premature death or disability on future success.
• Investment Planning -Independent asset review: including allocation of resources; and tax reduction strategies.
• Protection Planning -Life, disability, long-term healthcare and liability insurance needs analysis and design.
• Retirement Planning – to secure financial future, prepare strategies for asset accumulation and distribution; social security and other income planning.
• Estate Planning -  Identify updates needed to key documents -wills, trusts; Beneficiary changes and Charitable Planning.
• Goals-based Strategies and Recommendations All Six Areas of Planning.
• Ongoing financial management and oversight.
II. Individual account management, including retirement and wealth management accounts.
III. Protection and insurance gap analysis and recommendations based on suitability and client’s best-fit.

 

Commonly asked questions:
Q1 “Why work with professionals like an attorney and a certified divorce financial analyst?”
Q2 “After a divorce or separation, what happens to my credit history?”
Q3 “With a divorce, what are the tax implications?”
Q4 “During a divorce, what are the estate planning issues that need to be handled?”
Q5 “How could this settlement affect my lifestyle?”