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  • Benefits of Divorce Financial Planning
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  • Benefits of Divorce Financial Planning

    Planning for your future as well as your children's is an essential part of every divorce settlement. Establishing a team to help you through this difficult period is paramount to your well-being.

    1. Take control of the divorce process
    2. Gain a clear understanding of your current financial picture
    3. Gain a clear understanding of your future financial picture
    4. Be more focused on reaching a fair and workable settlement
    5. Negotiate more effectively
    6. Ensure a faster resolution of all financial matters, equitably, for both spouses
    7. Minimize legal fees
    8. Minimize taxes
    9. Maximize marital assets

    How we Help

    REVIEW CURRENT SITUATION

  • Compile, Organize, and Value Assets
  • Analyze Liabilities
  • Estimate Immediate Needs
  • Prepare Statements of Net Worth
  • Develop Realistic Budgets

    LONG TERM PLANNING

  • Discuss and Prioritize Goals
  • Estimate Career Training Cost and Time Horizon
  • Estimate Future Earning Potentials
  • Estimate College and Educational Costs
  • Compare After-Tax Asset Sales
  • Project Retirement Needs
  • Analyze Insurance Needs

    DIVORCE SETTLEMENT ANALYSIS

  • Look at After-Tax Proposed Settlements
  • Estimate Maintenance Needs
  • Analyze Long Term Cash Flow and Net Worth
  • Compare and Contrast Settlement Proposals
  • Develop Alternate Settlement Proposals

    POST DIVORCE

  • Oversee Asset Transfers
  • Set Up Budgeting and Money Management Systems
  • Manage Investments
  • Monitor Results
  • Update Plans






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