Chartered Financial Divorce Specialist
Services
Financial Settlement
We provide an objective assessment of potential financial settlement scenarios leaving you with a 25 year future forecast of the various proposals.
We assist lawyers and/or mediators in designing a settlement proposal.
Provide financial analysis regarding assets, liabilities, incomes, child and spousal support payments; taking into consideration inflation and various tax impacts.
50/50 division is not necessarily 50/50 after the tax hit! BE INFORMED
Budget/Cash Flow
Budgets and cash flow management can be a challenge during the best of times, but add a relationship breakdown, and now it can become overwhelming.
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Budgets and cash flow management is a topic many like to avoid, but this can be critical to financial success now and through the future. We can assist with this. With use of the specialized forecasting software and the accounting and tax knowledge as a Chartered Professional Accountant, we are well equipped to assist you with the analysis of your current income and expenses and help you move forward to reach your financial goals now and into the future. DECISIONS YOU MAKE NOW IMPACT YOUR FINANCIAL FUTURE
Mediator
There is a tremendous amount of information to accumulate throughout the divorce/separation process. We are here to help you with that.
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We have strong associations with Accredited Family Mediators that will assist you through the entire process.
Why use a mediator?
Mediator helps in exhausting the conflict, anger and unknowns through exploring your interests and considering all options and resolutions with a sense of clarity and direction. This in turn avoids the stresses and financial burden of court.
Wills & POA's
It is imperative to update and/or create new Wills.
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We have strong affiliations with lawyers who can assist you with Wills and Power of Attorneys.
Many people forget this step. This is critical. But do not fear, we will be reminding you to do this once you have your final separation agreement in place.
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Financing
As in almost every situation, knowledge is power! This is a time to empower yourself with a clear understanding of your financing options so that you may make informed decisions that will help you and your family move forward through your transition.
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Specific financing options are available for separating and divorcing couples. We have strong affiliations with financing specialists who will help you explore options that set you up not only to succeed but to thrive in this new chapter of your life. Throughout the process, they will provide guidance on how to maintain or repair your credit history to ensure you have the groundwork in place to maximize the best options possible.
You will move forward confident that your financial decisions fit your budget and your lifestyle.
Other
There may be a list of other services you require. We can help! These are some of the other affiliations we have (this list is not exhaustive)
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Accountant - to assist with any tax filings required to get you "caught up"
Insurance - life insurance should be addressed, especially when there is child and/or spousal support commitments
Coaching - some individual coaching can assist with the emotional challenges. Help yourself and your children get to the healing stage.
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