Our Services

Divorce

Gain clarity on your financial situation and understand your options for divorce with the support of a Certified Divorce Financial Analyst. This will enable you to make informed decisions, protect your financial interests, and lay the foundation for a more secure financial future.

  • Comprehensive financial review to gain a clear picture of your financial standing before entering into divorce negotiations.

  • Set clear financial goals and prioritize your objectives for the divorce process.

  • Divorce involves complex financial concepts, such as tax implications, property division, and retirement accounts. Knowing how these will affect your situation can empower you to actively participate in financial discussing during the divorce.

  • Gather and organize financial documents, ensuring you have all the required information ready for the legal process.

  • Thorough analysis of both parties’ assets, debts, income and expenses to help establish a clear understanding of the financial situation and options for an equitable settlement. Evaluate the long-term financial impact and of various settlement options, finding a solution that aligns with your goals.

  • Divorce can have significant tax consequences. Analyze the potential tax implications of different settlement options and find strategies to minimize tax liabilities.

  • For divorces involving children, ensure the financial interests and well-being of the children are adequately addressed in the settlement.

  • Divorce can be emotionally charged, leading to potential financial mistakes. Receive objective guidance, helping you avoid common pitfalls and mistakes that can have a long-lasting effect on your financial stability.

  • After a divorce, you may need to reassess your insurance coverage, including health, life, and disability insurance.

  • Update your estate plan and beneficiary designations to ensure they reflect your current wishes and circumstances.

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