Educate clients about the options, process, and financial aspects of divorce

Help locate and organize all necessary documents

Prepare budgets and Statement of Net Worth (the Financial Affidavit)

Explain the financial pitfalls to avoid during the negotiation process

Recommend lawyers/mediators based on the client’s needs, preferences and budget

Review and analyze all financial documents and insurance policies

Prepare you for meetings with your lawyer or mediator 

Establish goals for children’s college tuition

Provide attorney recommendations to prepare new legal documents including the Will, POA, Health Care Proxy, Trusts, etc.

Evaluate and update monthly budget

Create a system for paying bills

Provide recommendations for new advisors including CPA’s, investment and insurance professionals, realtors and movers.

Review and obtain medical, life, home, auto and long term care insurance

Review your credit score/report and advise how to improve your credit rating

Help with transfer of assets