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Divorce Financial Planning

We have the experience and expertise to guide decision-making and problem-solving on a wide range of financial issues related to divorce, including:

  • Identify financial goals, objectives, needs and concerns
  • Tax issues
  • Property division options
  • Estate planning considerations
  • Retirement and pension plans
  • Debt pay-off
  • Property and business interests
  • Cash flow and budget analysis
  • Review of settlement agreements
  • Marital standard of living analysis
  • Financial review of settlement agreements
  • Oversight of property transfers
  • Education on divorce financial issues
  • Insurance coverage
  • Employee benefits
  • Children's education/special needs
  • Keep or sell the house
  • Analysis of income available for support
  • Needs based support analysis
  • Separate vs. marital property
  • Spousal and child support
  • Credits and reimbursements
  • Oversight of insurance and estate planning modifications

How the process works

We follow a process which is focused on your unique financial circumstances.

Meet. During our initial meeting, we discuss your immediate and long-term financial needs, concerns, goals and objectives.

Discover. We identify your property, debts, income, and expenses along with potential tax, insurance, retirement, and other financial issues.

Analyze and Report. We provide personalized schedules and reports to help you evaluate your options and consider potential long-term consequences of all proposed settlements.

Review. We meet with you to evaluate reports, answer questions, and make revisions.

Recommend. We provide information and advice to help you make prudent, workable decisions.

Consult. We work with you, your attorneys, and other advisors, as needed.

Follow-up. Knowing that financial planning does not end when the divorce is final, we monitor the transfer of property and offer education and advice related to the financial issues of your divorce.



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