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Divorce Solutions

Dissolving a marriage is a stressful and overwhelming experience. The most common thing we hear after many divorces is “I wish I knew that.”  We understand how emotionally draining a divorce an be and we are here to be buy your side, providing guidance in as many ways as we can. 

Whether you are contemplating a separation or divorce, or are in the midst of negotiating a settlement, financial planning early in the process is critical.  It will not only help come to an agreement faster, but help you and your spouse understand the financial implications of divorce to help ease the uncertainties and and fears that arise from the dissolution of a marriage.  

As a Certified Divorce Financial Analyst®, Scott helps to bring financial clarity, creativity, and confidence into the conversation as you begin to work through your divorce negotiations.  We will work with you and your attorneys or mediators, and will help you make smart financial decisions with ease so you can come through with your needs secured and your head held high.  

Once the divorce planning engagement is completed, a client may retain our services for their comprehensive financial planning /investment needs.

We assist with:  

  • Asset evaluation: Figuring out what is owned and what it’s worth 
  • Compiling a financial affidavit - including ensuring that there are no hidden assets, overstatements of expenses, that statements are current, and that valuations of pensions and other assets are correct
  • Dissolution of current assets and planning for the future: Making recommendations in areas such as Disposition of physical assets, alimony and support needs, Projections of future income levels and budgets, Debt settlement
  • Reviewed tax implicationsUnderstanding how cost basis and the division of taxable and nontaxable assets can be critical in dividing up assets between couples
  • Protected interests If a spouse is relying on spousal maintenance or child support, we ensure that there is sufficient protection, generally through life insurance

Process/Compensation:

The process starts with a no-cost initial meeting to discuss your situation. If and when, we both decide that this would be a good fit, we typically charge an hourly fee for our service.  In preparation, we ask that you gather all of your divorce-related documents and as much financial information as you have (see our checklists).

Divorce Initial Meeting Questionnaire 

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Divorce Documents Checklist

Download

Helpful links

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