Pre-Divorce Services

  • 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)

In the Process of Divorcing

  • 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 

Post Divorce

  • Review and assist with updating legal documents i.e. Wills, POA, Health Care Proxy 
  • Evaluate and update monthly budget  
  • Create a system for paying bills
  • Interview and hire new advisors including financial and insurance professionals
  • Review and obtain medical, life, home, auto and long term care insurance
  • Review your credit score and report and learn how to improve your credit rating
  • Supervise transfer of assets