It is important to consider engaging a financial advisor when going through the divorce process. If there is a current financial advisor for the couple, he or she may have a relationship primarily with the other spouse — having an objective third party on your side can be valuable.
Our Approach
Asset division analysis and potential income scenarios
Assessing the marital and single standard of living
Exploring financial projections based on proposed settlements
Assisting in organizing financial information in one place
Coordinating with and supporting communication with attorneys
Quarterly or annual fee structure with monthly calls and meetings during the process
Referral network of family law attorneys, CPAs, mortgage lenders, estate planners, therapists, and health professionals
Who It's For
Spouses needing an objective financial advisor during divorce
Individuals whose current advisor has a relationship primarily with their spouse
People preparing to organize financial information for legal proceedings
