Divorce Financial Planning 203-500-1792
My Expertise
My comprehensive range of services and solutions means we can get to an agreement in the least adversarial way while maintaining dignity and trust. Learn more about areas of expertise below.
Success stands on a reliable foundation of strategy and organization. I provide the tools and guidance to help my clients establish a sustainable plan to solve current issues and put the framework in place for future successes. My focused yet comprehensive approach has proven to benefit a variety of clients.
I realize how daunting the task is of gathering statements, bills and other documents needed to begin piecing the puzzle of a family's financial life together. I offer the professional service of sorting through the paperwork and identifying what is important. I am often asked to help my clients at their homes rather than having documents transported to an office for sorting.
Strategy & Organization
Gathering Information
A Certified Divorce Financial Analyst (CDFA ™) is a valuable contributor to your team as a financial forensic expert, allowing you to concentrate on what you do best: crafting a legal strategy. Given the financial intricacies arising from the dissolution of a marriage, we are here to help educate your clients and support your cases. When your clients have a clear understanding of the financial ramifications of their divorce, it makes it easier for them to make informed decisions.
Some of the ways we can provide support are:
· Lifestyle analysis for establishment of financial needs
· Pension and employee benefits valuation
· Compilation and valuation of assets and liabilities
· Tracing assets
· Prepare financial exhibits to support your case
· Multiple settlement scenarios with supporting documents detailing cash flows and net worth
· Review and analysis of stock options and other forms of employee compensation