As a Certified Divorce Financial Analyst®, I provide financial planning to divorcees to help them ensure they are receiving a fair settlement, factoring in taxes that may be owed in various situations, calculating the present value of pension assets, and the sale of investments and real assets like the primary residence.

The divorce process is a difficult time, especially when there are children involved. I’ve been through it myself, both as a parent and a child. My ex-wife and I were able to mutually agree to a settlement that we both felt was fair. It’s important for both parties to feel like they are receiving a fair settlement both in the short-term and the long-term.

Through my education and experience, I can assist with the following:

  • The tax issues that apply to divorce
  • Collect financial and expense data
  • Help clients identify future financial goals
  • Develop a budget
  • Set Retirement Objectives and help them understand what their retirement might look like
  • Determine how much risk clients are willing to take with their investments
  • Determine the costs of their children’s education
  • Analyze pension and retirement issues
  • Determine if the client can afford the marital home
  • Determine who might be better off keeping the family business
  • Establishing assumptions for projecting inflation and rates of return

Splitting assets 50/50 isn’t always the best course of action when you factor in taxes that might be owed. I’m here to help.

Raymond James and its advisors do not offer tax or legal advice. You should discuss all tax and legal matters with the appropriate professional.