We understand that divorce is first and foremost an emotional experience. And, for many people, it is the biggest financial decision they will ever make.

We help you make intelligent and informed decisions to secure your financial future. We provide clarity on the complex financial issues that arise before, during, and after your divorce to ensure you are fully prepared for the next chapter of your life.

The goal of our financial planning process during divorce is to provide answers to the many questions that arise.  Some may include:

• What does a complete picture of my financial position look like?

• What do these assets and liabilities mean to me?

• How do I make a smart decision around our family home?

• How much does it cost me, both now and in the future?

• What will life look like for me and my family at the end of the process?

• How do I decide between settlement proposals?

• How will my divorce change my retirement picture?

• Now that the process is over, how do I implement a long-term financial plan?

Our careful and diligent processes will help provide clarity for decision making throughout this critical time.

Fact Finding

• We listen, and we gather information. Most importantly, we want to understand the goals you have for your divorce. The decisions you make during this process will affect you and your family now and in the future. Our mission is to work with you to create a plan that will help you endure and continue to thrive.

• We create a complete inventory of all your assets, from real property to complex equity compensation. Along with your attorneys, we assist you through the process of identifying which assets are considered community property and which are separate.

• We will also offer guidance gathering the necessary documentation for your disclosures.

Analysis

• We create detailed cash flow projections to help determine what income and assets you can expect to have pre and post dissolution.  

• This often times includes coordinating outside professionals including CPAs, Estate Planning Attorneys and Real Estates Professionals. We incorporate their expertise into your analysis, and our team of experts will create a detailed picture of your finances.

Developing a Plan

• We provide guidance as to the prudence of the asset division, always taking into account the potential tax and legal ramifications of those decisions. We create financial planning scenarios to help illustrate the implications of settlement proposals, so you will in turn feel confident in your decision. With care and prudence, we examine all options.

Implementation

• Once your divorce is complete, the work isn’t done. There can be a great many and oftentimes tedious number of tasks to complete. Accounts need to be opened, rollovers need to be executed, beneficiaries need to be changed, just to name a few. We will ensure that your careful planning is executed the way you intended.