How a Divorce Financial Planner Helps Clients

Divorce is a multi-step process. A  divorce financial planner is the best resource for informed guidance at each step in the process.


Predivorce Financial Review

  • compile, organize, and value Assets
  • analyze liabilities
  • estimate immediate needs
  • prepare statements of net worth
  • develop realistic budgets

Long-Term Planning

  • Discuss and prioritize goals
  • estimate career training cost and timeline
  • estimate future earnings potentials
  • estimate college and educational costs
  • compare after-tax asset sales
  • project retirement needs
  • analyze insurance needs

Divorce Settlement Analysis

  • review after-tax proposed settlements
  • estimate maintenance needs
  • analyze long-term cash flow and net worth
  • compare and contrast settlement proposals
  • develop alternate settlement proposals

Post-divorce Financial Management

  • oversee asset transfers
  • set up budgeting and money management systems
  • manage investments
  • monitor results
  • update plans