Cheswick Divorce Services logo Contact Information. Donna Cheswick. 724-493-9695. donna@cheswickdivorcesolutions.com

Divorce Services

Contact us to schedule a complementary 30 minute phone consultation to discuss your case

What We Offer

During Divorce

  • Compile, organize, and inventory financial assets/liabilities and educate client on their financial position
  • Bring specialized divorce financial analysis software to meetings to provide on-the-spot financial analysis to help resolve property distributions and examine the pros and cons of different divorce settlements
  • Prepare a historical lifestyle analysis and current and future monthly income/expense reports
  • Identify and clarify inconsistencies in financial information
  • Marital tracing to uncover separate property, debt responsibility and hidden assets
  • Analyze debt and suggest methods for unwinding marital debt
  • Determine whether to keep or sell the house
  • Evaluate compensation, retirement and insurance issues
  • Educate client on the financial and tax implications of splitting various assets
  • Prepare case scenarios based on proposed financial settlement with charts and graphs that depict, over a 5 to 20-year time frame, the income, after tax implications of support and sale of assets, cash flow, and net worth projections of husband and wife as compared to each other
  • Analyze, compare and contrast various settlement offers and propose alternative financial solutions
  • Insuring and protecting child and/or spousal support
  • Clarify and prioritize client’s financial short-term and long-term goals and objectives
  • QDRO Assistance: Flat fee for research/draft preparation/forms completion
  • Pension Valuations:  Flat fee for present value calculation.

Post Divorce

  • Oversee and arrange for transfer of settlement assets and closing accounts in joint name (monitoring until complete)
  • Open suitable account into which funds can be transferred
  • Establishment of a post-divorce cash flow plan and budget – Set up budgeting and money management systems
  • Design a comprehensive investment strategy based on individual financial goals
  • Manage investments, monitor results, and update plans
Any post divorce security or investment services would be provided through our role as financial advisor with Medallion Wealth Management Inc.   Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker-Dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge, Medallion Wealth Management, Inc., and Cheswick Divorce Solutions LLC are not affiliated. We do not provide tax or legal advice. Licensed to offer securities in the following states:  CO, CT, FL, MD, NY, NC, OH, PA, SC, VT, WA