Divorce Planning

If you are facing the challenge of Divorce, knowing what you own is critical. We help you place a financial value on your assets, determine any current or future liabilities, and develop a budget you can use to help create a new life.

We help educate and advise you in any of the following areas:

  • Listing & Valuing of Assets
  • Calculating Budgets
  • Identifying Personal vs. Marital Property
  • Valuing & Dividing Property
  • Determining Retirement Assets & Pensions
  • Deciding How To Split The House
  • Examining Tax &Financial Issues Affecting Divorce
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  • Services Snapshot

    Financial Services For Individuals
    • Starting Out/Starting Over Coaching
    • Financial Planning
    • Investment Management
    • Asset Protection
    • Estate & Philanthropic Planning
    • College Funding Service
    • Divorce Planning
    • Senior Lifestyle Planning
    • Life & Career Planning

    Financial Services for Businesses
    • Succession Planning
    • Business Retirement Plan Consulting
    • Business Protection

  • Events

    Stay tuned for a full list of our 2018 Workshops!

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