Flexible virtual appointments (including evenings) to meet YOUR busy schedule
Services
Custom Financial Consulting
Financial Neutral role to be part of your Team
Financial Neutral role to be part of your Team
Is Financial consulting important for you? YES, here is why and how …..
- You may want/need an hour or ten hours of advice to try to understand and make sense of a life transition that has financial considerations.
- You may want to meet individually, as a couple or a family group.
- Settlement or proposed settlement may be from a divorce, separation, career transition or estate and may have special tax or other financial consequences to be aware of.
- A consultation may be as simple as a phone or Zoom conversation or more detailed with exchanging financial statements and valuations.
- You may value continued financial coaching ongoing on annual basis.
Hourly rates or fixed packages available for larger engagements.
Financial Neutral role to be part of your Team
Financial Neutral role to be part of your Team
Financial Neutral role to be part of your Team
- Collaborate and work with you, our client, and your existing professionals (or referred professionals if required) being Accountants, Lawyers, Mediators and Financial Advisors for your significant life event.
- We can provide a lawyer or mediator with data that shows the financial effect of any given divorce settlement.
- Engagements can be joint for couples or on individual basis.
- A CDFA can work as a liaison with you to facilitate post-settlement transactions.
Financial Mediation
Financial Neutral role to be part of your Team
Financial Mediation
- Facilitate complex conversations from start to finish for families needing to plan for Will and Estate discussions, Blended family concerns or agreeing on terms for separation process.
- Conversations around divorce consulting with or without financial analysis.
Divorce Planning Services
What does this look like ....
Early Assessment Report
Are you experiencing marital conflict and yet unsure about separating? Does your fear of financial vulnerability or lack of financial knowledge leave you anxious in your relationship?
Let us create a "what if" scenario. Similar to identifying Net Worth, Cashflow and Budget for division of assets process, we create scenarios and options where you can feel either financially confident to continue on your current path or you may feel confident to venture onto a new path and life journey.
Financial Advocate
- Understanding the marital standard of living is often the most valuable place to start prior to beginning negotiations through mediation or lawyers.
- We can help you gather, interpret and analyze information required within your financial disclosure declaration.
- We can help prepare your Net Worth, Budget and cashflow documents that are critical to proceed through division of assets and/or spousal or child support.
- We can help you quantify Pension Valuations as part of your marital assets
Division of Property
- Identifying the short- and long-term effects of dividing property
- Integrating tax considerations
- Analyzing pension and retirement plan issues
- Determining if you can afford the matrimonial home—and if not, what might be an affordable alternative
- Bringing an innovative and creative approach to assist with settlement options.
Book Now Available
Providing a valuable resource for those struggling in any stage of the separation and divorce process.