Divorce Financial Planning

We have the experience and expertise to guide decision-making and problem-solving on a wide range of financial issues related to divorce, including:

How the process works

We follow a process which is focused on your unique financial circumstances.

Meet. During our initial meeting, we discuss your immediate and long-term financial needs, concerns, goals and objectives.

Discover. We identify your property, debts, income, and expenses along with potential tax, insurance, retirement, and other financial issues.

Analyze and Report. We provide personalized schedules and reports to help you evaluate your options and consider potential long-term consequences of all proposed settlements.

Review. We meet with you to evaluate reports, answer questions, and make revisions.

Recommend. We provide information and advice to help you make prudent, workable decisions.

Consult. We work with you, your attorneys, and other advisors, as needed.

Follow-up. Knowing that financial planning does not end when the divorce is final, we monitor the transfer of property and offer education and advice related to the financial issues of your divorce.