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For individuals going through a divorce:  plan your future now.

While every divorce is unique, it always involves making important financial decisions.  We help you based on your level of financial know-how and we fill the gaps in your knowledge.  We tailor our services to meet your needs and according to where you are in the divorce process, be it through attorneys, mediation, in a collaborative process or in a do-it-yourself divorce under amicable circumstances.  We will be acting as your financial advocate or as a neutral expert, depending on the process.

Some of our services include, but are not limited to:

  • Financial education to bring you up the learning curve and give you a sense of control;
  • Compiling and organizing the financial information;
  • Helping in the preparation of the Financial Statement Form (Assets, Liabilities and Expenses);
  • Divorce Settlement Analysis to find the best settlement that fully addresses your current and long-term financial objectives, within the realm of scenarios possible based on the financial resources available;
  • Asset tracing;
  • Stock option/Restricted stock analysis;
  • Any type of financial forensic analysis that may be required, depending on the circumstances.
Some of the questions we help you find an answer for: 
 
  • Should I keep the marital home or sell it?
  • Should I offer/take pension assets or taxable assets?
  • How do we protect Child Support and/or Alimony Payments?
  • What is a QDRO and do we need one?
  • How do we split stock options?
  • How do I figure out the financial needs?
  • What if we have a special needs child?
  • Should I offer/take a lump-sum payment or monthly support payments?
  • Most importantly, will the kids be OK?  Will I be OK?

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