Complete Divorce

Financial Package

Full-service financial consulting, strategic settlement support, and continuous guidance—every step of your divorce journey.

I WANT TO SECURE MY FINANCES

GET YOUR FREEBIE

Complete Divorce

Financial Package

Full-service financial consulting, strategic settlement support,

and continuous guidance—every step of your divorce journey.

I WANT TO SECURE MY FINANCES

What is Included in Your Package?

Comprehensive Financial Assessment

We begin with a full evaluation of your financial landscape—assets, debts, income, and expenses—giving you a clear, organized understanding of your position and preparing you for settlement discussions and negotiations.

Asset Division Advisory

We help you identify, categorize, and value both marital and separate assets, providing strategic advice on division options that protect your financial future and maximize your long-term outcomes.

Analyzing Settlement Proposals

We review proposed settlement offers to ensure they align with your financial goals, highlighting both short-term and long-term impacts so you can make fully informed decisions before finalizing any agreement.

Retirement Plan Evaluation

We assess your retirement accounts and pensions, offer guidance on fair division strategies, and assist with QDRO review when necessary to protect your retirement savings and minimize penalties.

Spousal and Child Support Analysis

We analyze potential support scenarios based on income, expenses, and tax implications, providing clarity on reasonable support ranges and how they will impact your post-divorce financial stability.

What is Included

in Your Package?

Comprehensive Financial Assessment

We begin with a full evaluation of your financial landscape—assets, debts, income, and expenses—giving you a clear, organized understanding of your position and preparing you for settlement discussions and negotiations.

Asset Division Advisory

We help you identify, categorize, and value both marital and separate assets, providing strategic advice on division options that protect your financial future and maximize your long-term outcomes.

Analyzing Settlement Proposals

We review proposed settlement offers to ensure they align with your financial goals, highlighting both short-term and long-term impacts so you can make fully informed decisions before finalizing any agreement.

Retirement Plan Evaluation

We assess your retirement accounts and pensions, offer guidance on fair division strategies, and assist with QDRO review when necessary to protect your retirement savings and minimize penalties.

Spousal and Child Support Analysis

We analyze potential support scenarios based on income, expenses, and tax implications, providing clarity on reasonable support ranges and how they will impact your post-divorce financial stability.

Tax Planning and Consulting

We review how divorce may affect your tax situation and offer proactive strategies to minimize liabilities related to asset division, support payments, and future income planning.

Cash Flow and Budgeting Assistance

We help you develop realistic pre- and post-divorce budgets based on your new financial circumstances, running cash flow scenarios to support retirement planning, career adjustments, and long-term financial goals.

Post-Divorce Financial Planning

After your divorce is finalized, we help you transition from settlement to financial independence—rebuilding savings, restructuring investments, adjusting retirement plans, and securing your long-term financial health.

Mortgage Approval and Assessment

We evaluate your mortgage options post-divorce, assisting with refinancing, new home purchases, and mortgage qualification strategies tailored to your financial situation.

Insurance Needs Assessment

We identify gaps in your life, health, disability, property, and umbrella insurance coverage, offering strategic recommendations to ensure you and your assets remain protected after divorce.