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Markets Served
- Going through Separation & Divorce
- Other Life Changes
- Small Business
- Retirees
- Individuals/Families
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Markets Served: Divorce Financial Planning

Going through Separation and Divorce can be a difficult time. We have considerable experience and expertise in this area and can be very effective as the first professional consulted.

In a no-cost no-obligation consultation we can identify and discuss the various process options, including:

  • Friendly “kitchen table settlement”
  • Collaborative Law
  • Mediation
  • Traditional, adversarial approach

We have also been successful working with both spouses early in the process to gain this understanding of the process alternatives, and ensure they retain legal representation experienced in the process best suiting their needs.

We keep clients grounded and focused on realistic expectations as we review the financial issues

  • Net Family Property
  • Child Support
  • Spousal Support

We are not lawyers and cannot give legal advice, however, we do know and understand the financial issues well and can discuss standard settlement expectations.

Lawyers can advise of legal entitlements, but we can interpret what that really means and incorporate new economic realities into longer-term financial plans.

We can assist in the preparation of a client's required financial disclosure and review and analyze the financial disclosure of an ex-spouse.

Settlement plans can be developed or evaluated to ensure client’s interests are fairly represented and explained. As part of the evaluation, potential settlements are looked from a current and long term perspective for both parties.

Contact us for a no-cost, no-obligation consultation


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