Divorce

Financial Planning

Strategic divorce financial guidance that simplifies the process while maximizing your post-divorce financial success.
OUR APPROACH

5 Stages of Divorce Financial Planning

Pre-Divorce Planning
Pre-Divorce Planning
We listen and learn about your financial situation while helping you gather and organize all assets, income, and debt. This comprehensive foundation ensures nothing is overlooked and empowers you to make informed decisions throughout the process.
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Negotiation Support
Negotiation Support
We analyze settlement proposals and multiple scenarios to show you the long-term financial impact of each choice. Our detailed projections help you understand what every option truly means for your future.
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Settlement Review
Settlement Review
We carefully review all divorce agreement language for financial completeness and accuracy. Our expertise ensures the legal language captures your intended financial outcomes and prevents costly post-divorce complications.
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Asset Division Implementation
Asset Division Implementation
We guide you through executing your settlement agreement, coordinating all asset transfers, account divisions, and required documentation. This critical phase ensures your divorce decree is implemented correctly and efficiently.
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Post-Divorce Financial Planning
Post-Divorce Financial Planning
We help you re-establish your long-term financial plan based on your new life circumstances. From investment strategy to retirement planning, we ensure you're positioned for continued financial success.
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Additional Specialized Services

01
Asset Division Optimization
Strategic asset categorization and division proposals aligned with your preferences and long-term financial goals
02
QDRO Preparation
Expert drafting and processing of retirement plan division orders
03
Pension Valuation
Professional analysis of pension benefits for asset offset or buyout decisions
04
Alimony Buyout Analysis
Detailed evaluation of lump-sum vs. ongoing payment options
05
Child Support & Alimony Calculations
Accurate income analysis, payment modeling, and cash flow projections for budgeting
06
Stock Option Analysis & Division
Detailed summaries for division including tax considerations, marital portion calculations and guidance on transferring equity awards
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FAQs

Common Questions About Divorce Financial Planning

Do I need all 5 stages, or can you help with just specific areas?
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How long does the process take?
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Does divorce financial planning involve my attorney?
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How do you charge for these services?
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Contact Us to Get Started

Schedule a consultation to discuss your specific situation
Schedule Your Free
15-Minute Consultation
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