separation and divorce
Certified Divorce Financial Planner
Our advisory team will support you and your lawyer as you go through the difficult process of separation and negotiating a divorce. We can assist with asset division calculations, tax planning, pension analysis, evaluating settlement options and prepare cash flow forecasts.
We can help you evaluate buying a new home, investing settlement money, managing life insurance needs, updating estate documents and more.
Our 25 years of experience advising individuals how to get through divorce with the least cost and how to move on with their finances after it is over has provided peace of mind for dozens of clients where we have been part of their financial advisory team during this challenging time.
Often we have worked closer with the divorcing individual or couple than the lawyers have – able to speak in plain English and go at your pace to make sense of what asset and income separation “deal” is best for you.