Divorce Financial Planning

DIVORCE FINANCIAL PLANNING

From a Certified Divorce Financial Analyst™ & attorney.

We work with clients in any stage of marital or post-marital planning.

We can provide you with the guidance you need to evaluate the cost of divorce, negotiate an equitable settlement, and set up a solid financial plan based on your new income and assets.

Services

  • Marital or post marital planning
  • Any area related to the financial division of assets & separation or divorce
  • Assistance with financial filings & disclosures
  • Flexible & tailored for each client depending on their situation

Pricing

  • Due to the nature of divorce, our divorce financial planning is done on an hourly consulting basis.
  • We will provide you an estimate of scope following an initial consultation.
  • Please contact us for more information or questions on our pricing.

What does a Certified Divorce Financial Analyst do?

  • Calculate and evaluate the sometimes complex financial transactions involved in your divorce.
  • Help you understand the financial issues surrounding your divorce.
  • Provide ongoing support and services through the divorce process to move you forward to a successful financial outcome.

Prenuptial & Postnuptial planning

  • Discuss you and your future/current spouse’s separate property assets
  • Build a plan for the characterization (community or separate property) of the future assets, income, and debt moving forward

Divorce planning

  •  Settlement offer evaluation or preparation
  • Expert review of mediation & litigation filings & financial negotiations
  •  Financial disclosure preparation assistance

Post divorce planning

  •  Guide you through the transactions of dividing your assets
  • Address financial planning needs once your divorce is complete

Common Service Areas

  • Spousal support calculations
  • Child support calculations
  • Tracing income and assets
  • Needs analysis for support
  • Retirement & pension plan division
  • Mediation support
  • Settlement scenarios
  • Employee  benefits & deferred compensation division
  • Cash flow projections
  • Real estate division
  • Preparation of legal disclosures
  • Preparation of financial exhibits
  • Stock option/compensation division
  • Community/separate property tracing
  • Future needs analysis

Not what you're looking for?

Here is the complete list of our services.

Financial Planning

Work with a financial planner on an ongoing basis.

Portfolio Review

We provide you a second opinion on established or managed investment accounts.

Financial Check-Up

Use this one-time financial session to find out where you stand with your finances.

Investment Management

We manage your investment portfolio based on your goals and risk profile.

Budget Management

Get your finances on track by creating & implementing a budget.

Divorce Financial Planning

Guidance on the financial aspects of any stage of marital or post-marital planning.

Financial Discipline. Freedom.

Schedule a Consultation