For Divorcing Couples - Equitable Divorce Solutions

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For Divorcing Couples

Providing trusted financial analysis & planning – before, during, and after divorce

Planning is an essential part of the divorce process. Support is provided through all stages of your divorce.

STAGE I: Pre Divorce

Compile, organize and value assets (marital and separate)
Analyze liabilities
Prepare statements of net worth
Perform lifestyle analysis
Establish realistic budgets
Determine immediate needs

Download checklist for information & documents needed

STAGE II: Divorce settlement preparation and long-term planning

Discuss and prioritize goals
Estimate future earnings potential
Anticipate future expenses (obligations)
Project retirement needs
Determine insurance needs

STAGE III: Divorce settlement analysis and negotiation

Evaluate financial and tax implications of a proposed division of assets

Compare after-tax asset sales
Estimate maintenance needs and ability to pay
Analyze long-term cash flow and net worth
Compare and evaluate settlement scenarios
Determine maintenance/child support trade-offs
Suggest alternative settlement proposals if necessary
Project long-term effects of financial settlement alternatives
List pros and cons of various settlement options
Before and after-tax analysis of property settlement (transfer and/or sale)
Create personalized reports that illustrate current and future financial status

STAGE IV: Post Divorce

Oversee the transfer and liquidation of assets
Determine tax obligation pertaining to the sale of assets
Discuss and prioritize financial goals
Establish a new budget and post-divorce financial plan
List and review changes to make after a settlement is final (click here for more information)
Recommend allied professionals
Monitor implementation and results of a new financial plan