A Certified Divorce Financial Analyst can assist you:  After Divorce

After the settlement is agreed upon and the official paperwork is signed, you begin a new phase of your life. However, don’t give a big sigh of relief just because the papers are signed and the divorce is officially over; there’s work to do. If done right, much of the paperwork is already filed, accounts are being split, and assets are getting transferred. Still, this is a transition that may present you with unfamiliar tasks and could make you feel overwhelmed. Depending on your desire to manage the more complex financial affairs, you may want some level of professional assistance, either short-term or long-term, to ensure all areas are getting the proper attention. 

Services

Ø      Provide a post-divorce financial checklist to make sure  nothing is missed

Ø      Oversee and monitor asset transfers

Ø      Set up monthly spending plan and money management systems

Ø      Check, fix, or help you establish credit

Ø      Put you in touch with other trusted members of our professional network: real estate agents, mortgage brokers, accountants, insurance agents, and estate planning attorneys

Ø      Provide ongoing financial advisory service if you would like long-term professional financial assistance (this is on a Fee-Only basis as mentioned earlier)

Ø      Review and suggest any changes or updates to your current estate plan, including wills, trusts, and powers-of-attorney

Benefits

Ø      Know that all areas of your family finances are handled correctly.  You don’t want anything ‘falling through the cracks’

Ø      Learn how to manage those areas of your finances you desire to manage

Ø      Protect yourself by using the services of other professionals that you need from time-to-time, without having to worry about their competency or credibility

Ø      Live your life the way you want to live it, without worrying about the many issues of cash flow, tax, education, risk management, and retirement often encountered in a family’s financial life

Ø      Protect yourself and your family by getting the proper estate plan in place.  Acquire the desired amount of control you want for your family during an unexpected period of incapacity or after you pass away