Divorce Services

What We Offer

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.

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