Divorce Planning

 Finances are an integral part of any divorce, yet they are often considered after other decisions have already been made. Working with a Certified Divorce Financial Analyst® can save you time, money, and uncertainty, whether you decide to engage an attorney, proceed with mediation, or settle between yourselves. I can help you find the equitable financial settlement solution that makes sense for your future.

You provide me with financial and lifestyle information. I will:

• Provide you with the information and education you need to understand the broad range of factors to be considered before you move forward.

• Guide you in gathering and organizing your financial information.

• Create a financial affidavit (document outlining your financial overview and details).

• Analyze your assets (including retirement plans and other often overlooked assets), debt, income, expenses, tax status, and budgetary needs,

• Present you with settlement options based on your financials and your priorities.

I work with women from a wide variety of circumstances:

• 55+ and baby boomers with complex financial situations (e.g., pensions, multiple properties, business ownership)

• same sex couples

• long-term unmarried partners

The process of divorce can be emotionally overwhelming. Being informed and knowledgeable is imperative to landing on a solution that feels like a new beginning that you can live with. Let’s schedule a time to talk about your unique circumstances.