How would you like to simplify the tedious aspect of the financial settlement assessment for your divorce? We provide you the Divorce Financial Planning expertise to help with your settlement at a reasonable cost. Here is how the process works and the benefits to you.
Steps to Implement
We meet with you and start to gather financial affidavit information at which time we conduct an in depth interview with you to assess what your long term goals and needs are during and post divorce.
We work hand in hand with you or your attorney to help expedite your case. We provide to your attorney all the financial affidavits and asset summaries to streamline your contact with them to keep costs to a minimum. We will copy all documents that we need and return all originals to you.
We will meet with you on an ongoing basis to fine tune your settlement offer and provide to your lawyer 2-3 financial scenarios for your divorce settlement.
Benefits to our Clients
We simplify and streamline your divorce case to reduce overall fees paid for divorces.
- We work with our clients post divorce to help execute your divorce settlement.
- We prepare and file QDROs* to receive 401k and future pension benefits.
- We help provide a valuable resource in helping you get through a difficult time in making proper financial decisions that is based on facts not emotion.
Pre-Divorce Settlement Services
- Prepare Financial Affidavit & QDROs*
- Spreadsheet assets for division
- Prepare Child support worksheet and alimony recommendations
- Prepare and draft possible 2-3 settlement options with a summarized breakdown of assets for negotiation with drafting of the Memorandum of Understanding
Post Divorce Services
- Follow up of QDRO & 401k spousal transfer to IRA account.
- Investment account re-titling of taxable accounts.
- Transfer of company pension benefits from spouse’s account.
- Helping to re-finance of current mortgage to client’s single name only.
- Set up of new Term Life Insurance designed to protect divorce settlement.
- Set up of Children’s education accounts.
- Post- divorce investment portfolio allocations & income planning.
- Beneficiary updates & changes for Wills, Trusts, & Investment accounts.
- Set up new health & dental care coverage for client and children.*
- Help client find new automobile, homeowners, or renter’s insurance.
- Set up Disability & Long Term Care coverage for client.
Who is a good Fit for our Services?
- Individuals whom have never handled the finances during their marriage.
- Individuals whom are over 50 years old and need solutions to providing income post divorce.
- Individuals whom need someone they can trust to help them make good sound financial decisions post divorce.
- Individuals whom have significant equity in their home.
- Individuals needing a QDRO to be followed up for retirement assets.
- Individuals with multiple investment and bank accounts to divide.
*These services are not affiliated with Raymond James Financial Services, Inc.
Short Client Intake Form
Divorce Retainer Agreement 2011 W/QDRO
Financial Affidavit
My Story
Mediation vs Litigation Expenses
5 Divorce Scenarios
10 Most Common Financial Mistakes to Avoid by Not Drafting a QDRO
14 Divorce Questions
Benefits of Transferring 401k
Divorce Client Process
Uncontested Divorce
Bring Divorce Documents to Meeting
How to protect yourself during and after divorce
Divorce Client Financial Planning Brochure
Divorce Checklist
Top 5 Reasons for Hiring a CDFA
