BEING MINDFUL IN DIVORCE
401(k) Community Property Valuation
Executive Compensation Valuation
Analyze pension and retirement plans
Maintenance buy-out calculations
Life-style Analysis (determining client income is critical to getting a fair and equitable settlement, maintenance award, or child support, especially with businesses or missing financial statements)
Full Financial Analysis including Net Worth and Cash Flow projections 20 years into the future
Post-Divorce Transitional Services
We analyze the financial needs of each client
Using tax returns, bank account, brokerage account and credit card statements from the past few years to support the submitted Financial affidavits that will be used as the basis for determining the division of assets, alimony and even child support.
Unfortunately too many times clients guess / estimate, or assets are hidden and go unnoticed.
The Marital Home and Spousal Maintenance are two typical areas that generate questions during a divorce, We can help :
Are you certain that the settlement you crafted will allow your client to be financially secure in the future?
Work with a Financial Consultant rather than risk advising on financial issues that are not your specialty.Collaboratively trained. Let's partner together.
We analyze the Financial needs of each Divorce Client. See articles on the value of working with a CDFA