Your Financial Partner During a Divorce
During this emotional and uncertain time, we help clients regain control of their finances at every stage of the divorce process, providing clarity, stability, and strategic guidance for a secure future.
Our Approach
What’s more, clients value our ability to act as an objective sounding board during this emotionally charged time in their lives.
A Distinct Set of Services
Expect personalized guidance and specialized support as you navigate every stage of the process.
Pre Divorce
Expert financial preparation leveraging our in-house Certified Divorce Financial Analyst, CDFA®
Objective: Determine your goals and assess your financial situation
Services:
- Conduct in–depth discovery to help you prioritize what’s important to you and the financial tradeoffs you’re willing to make. This includes prioritizing short, intermediate and long-term financial goals.
- Compile and review of financial statements, tax returns, and any other critical data
- Conduct cash flow analysis
- Create a personal balance sheet
- Create a projected budget
During Divorce Proceedings
Sophisticated financial analysis of potential settlements supported by our in-house CDFA
Objective: Help your attorney negotiate the best possible financial outcome for you
Services:
- Generate ways to creatively achieve your goals
- Model for division of assets and creating of various “what if” scenarios
- Assessment of financial implications of various settlements either proposed by your attorney or received from your spouse’s representative
- Evaluation includes implications for potential tax liabilities, cash flow, and achievement of financial goals
- Provide a completed financial affidavit, property division, and budget & tax reports to your attorney
Post Divorce
Comprehensive wealth management provided by our team
Objective: Empower you with resources and tools to live the life you envision and achieve your most important goals
Services:
- Comprehensive financial planning that incorporates terms of the final settlement
- Financial education
- Investment management
- Support for asset transfers and settlement terms
- Guidance for updating your estate plan
Committed To You
With more than 30 years of meeting the needs of high-net-worth clients, our team possesses the technical know-how and deep experience to address the complexities of a divorce.
Specialized credentials held by our team
The combination of this expertise makes us uniquely qualified to become a trusted partner for our clients during all phases of a divorce.
Perspectives To Prosper
We meet you where you are in your financial journey, providing insights that encompass topics from the simple to the complex.
