Amicable Divorce Financial Planning

We'll Guide You Through the Financial Complexities of Divorce

Divorce agreements are foundational. A healthy and stable future depends largely on the financial decisions made during the divorce process. 

Considerations include:

Asset Valuation & Tax Implications

  • Help valuing the assets involved in the divorce
  • We know the tax implications of your financial assets

Alimony Considerations:

  • We’ll advise if alimony is needed based on the financial futures of both parties

Fair Splitting:

  • With your financial situations thoroughly understood, we can design the most fair division of assets

Risks of Poor Negotiation
Poor negotiations can create long-term, hard to reverse financial problems:

Access to funds

  • Access to retirement accounts needs to be considered so that neither party needs to access prematurely and incur severe tax penalties

Permanence of Terms

  • Divorce terms are typically irreversible so it’s crucial to get it right when you can

Help From a CDFA®

Hire an expert to think about the things you’re not

With decades of experience in financial and tax planning, we provide:

  • Deep Financial and Tax Understanding: We offer creative and advantageous agreements for both parties.
  • Equitable and Informed Outcomes: You will receive complete information on the assets involved, including potential tax liabilities and benefits, to make informed decisions.

Ready To Move Forward?

Reach Out To Begin Your Smooth & Fair Divorce Process