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 Discipline. Freedom.

Schedule a Consultation