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
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