Divorce Pre-Divorce Our Role Valuation of assets and liabilities Estimate of immediate needs Statement of net worth Realistic budget Provide Recommendations BenefitsAbility to negotiate more effectivelySettlement reviewed by an independent partySave money and time on financial review Receipt of various settlement options to review During Divorce Our RoleSettlement analysis and reviewEstimate maintenance needs Analyze long term cash flow and net worth Develop alternate settlement proposals, as necessary BenefitsLimit tax liabilitiesAddress long and short term needsProvide expert financial advice in emotional timesAdvise on retirement plans Transfer business interests Compare taxes property and/or investment transfers After Divorce Our RoleEnsure assets transfer per settlementDesign an investment strategy based upon your goalsBudget, monitor and update your financial plan Assist with restructuring your will or trustReview and update beneficiariesEvaluate tax liabilities BenefitsPeace of mindFinancial roadmap for the near and long term Divorce Changes EverythingIt's time to start planning your next chapter. *This is not intended to be an exhaustive list of divorce procedures or of potential tax implications. Every person’s situation is unique, and we always advise seeking the services of a qualified tax preparer on tax issues. Have questions? Let's schedule a call. Name Email Address Phone Message Thank you! Oops!