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)

  • Explain the financial pitfalls to avoid during the negotiation process

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

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

  • 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