Broker Check

Divorce


Pre-Divorce

Pre-Divorce

Our Role

  •    Valuation of assets and liabilities 
  •    Estimate of immediate needs
  •    Statement of net worth 
  •    Realistic budget
  •    Provide Recommendations 

Benefits

  • Ability to negotiate more effectively
  • Settlement reviewed by an independent party
  • Save money and time on financial review 
  • Receipt of various settlement options to review
During Divorce

During Divorce

Our Role

  • Settlement analysis and review
  • Estimate maintenance needs 
  • Analyze long term cash flow and net worth 
  • Develop alternate settlement proposals, as necessary 

Benefits

  • Limit tax liabilities
  • Address long and short term needs
  • Provide expert financial advice in emotional times
  • Advise on retirement plans 
  • Transfer business interests 
  • Compare taxes property and/or investment transfers
After Divorce

After Divorce

Our Role

  • Ensure assets transfer per settlement
  • Design an investment strategy based upon your goals
  • Budget, monitor and update your financial plan 
  • Assist with restructuring your will or trust
  • Review and update beneficiaries
  • Evaluate tax liabilities 

Benefits

  • Peace of mind
  • Financial roadmap for the near and long term

Divorce Changes Everything

It'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.

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