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Divorce Financial Planning

Divorce is a highly emotional experience which involves a set of pivotal financial decisions. Those decisions often are among the most difficult and important decisions you will ever make. 

We are committed to helping you focus on the future and will help you get through the financial aspects of the divorce process while preparing financially for your post-divorce life. 


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Process:

Our multi-step process is designed to effectively meet all your divorce needs:

Step 1:

Learn

We want to get to know you and explore your financial goals, concerns, and hopes.

STEP 2:

Gather

We’ll pull together and organize all financial information for you, your spouse, and any children.

STEP 3:

Analyze

It's important that your financial information including assets, liabilities, income, and expenses be analyzed first.

Step 4:

Consider

Develop an initial set of alternatives to consider consistent with your personal circumstances.

STEP 5:

Review

Present findings to you and your legal team, and based on input, we'll revise as needed.

STEP 6:

Finalize

Work with you and your attorney during negotiations to evaluate emerging alternatives.

Step 7:

Follow-Up

Assist with required follow-through to ensure plans are fully implemented.


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