“I could never thank you enough for helping me to be strategic, not emotional during my divorce. I can’t believe that after nearly 3 years and 2 attorneys, you were able to come up with a settlement that worked for us after only a few months. I wish I had met you 3 years ago!”
Services
Services for the Divorcing Client
STAGE I: Pre-divorce
- Compile, organize and value assets (marital and separate)
- Analyze liabilities
- Prepare statements of net worth
- Perform lifestyle analysis
- Establish realistic budgets
- Determine immediate needs
STAGE II: Divorce settlement preparation and long-term planning
- Discuss and prioritize goals
- Estimate future earnings potential
- Anticipate future expenses (obligations)
- Project retirement needs
- Determine insurance needs
STAGE III: Divorce settlement analysis and negotiation
- Evaluate financial and tax implications of a proposed division of assets
- Compare after-tax asset sales
- Estimate maintenance needs and ability to pay
- Analyze long term cash flow and net worth
- Compare and evaluate settlement scenarios
- Determine maintenance/child support trade-offs
- Suggest alternative settlement proposals if necessary
- Project long term effects of financial settlement alternatives
- List pros and cons of various settlement options
- Before and after-tax analysis of property settlement (transfer and/or sale)
- Create personalized reports that illustrate current and future financial status
STAGE IV: Post Divorce
- Oversee the transfer and liquidation of assets
- Determine tax obligation pertaining to the sale of assets
- Discuss and prioritize financial goals
- Establish new budget and post divorce financial plan
- List and review changes to make after settlement is final (click here for more information).
- Recommend allied professionals
- Monitor implementation and results of new financial plan.
Services in a Collaborative Divorce (the Financial Neutral)
- Represent both parties in all of the divorce stages listed above
- Present unbiased financial advice to both parties and other members of the collaborative team (attorneys and coaches)
- Prepare reports including, but not limited to
- Property Statements
- Budgets (current and projected)
- Detail of Taxes
- Statements of Net Worth
- After-Tax Cash Flow Spreadsheets (current and projected)
- Sale of Real Estate
- Pension Valuation
- Child Support and Alimony Summary
Services for the Divorce Attorney
- Aid in the discovery process, uncover hidden assets and diverted funds
- Help to keep a client’s expectations realistic
- Perform lifestyle analysis
- Create needs analysis reports (immediate and future)
- Prepare statement of net worth
- Pension analysis and valuation
- Review corporate compensation and benefits
- Determine insurance needs
- Prepare financial affidavits
- Determine income available for alimony and child support
- Analyze settlement proposals
- Determine financial and tax ramifications of a proposed division of assets
- Evaluate long-term financial consequences for any proposed settlement; present results to the client
Powered by Peridox