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Services

Our approach

Current Situation Review

  • Data gathering and organization

  • Budget preparation and lifestyle analysis

  • Asset and liability inventory

  • Identify all income sources

  • Review and analyze corporate benefits, retirement plans and deferred compensation

  • Assess marital and separate property components of assets

  • Interpret complex financial documents and products

  • Prepare Statement of Net Worth

Interim and Long Term Planning

  • Clarify goals

  • Determine immediate and future cash flow needs

  • Develop and forecast realistic budget

  • After tax comparison of asset sales

  • Review retirement savings and needs

  • Quantify insurance needs

  • Project education, college and career training costs

Settlement Analysis

  • Maintenance and child support calculations

  • Tax ramifications of various support allocations

  • Alimony tax recapture computation

  • Analyze short term and long term results of settlement options

  • Cash flow and net worth projections

  • Explore alternative proposals

  • Assess overall fairness of agreement

Post-Divorce

  • Assist or oversee asset title change and transfers

  • Monitor progress and help keep you on track​ with your financial plan

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To learn more about our wealth management firm, please visit WealthGarden f.s.

Our Fee

$375 per hour, 10-hour retainer fee.

COVER YOUR ASSETS

DIVORCE FINANCIAL PLANNING

©2024 by Cover Your Assets. Designed by PodPony

Cover Your Assets’ employees are NOT ATTORNEYs AND DO NOT PROVIDE LEGAL ADVICE. All information provided is financial in nature and should not be construed or relied upon as legal or tax advice. Individuals seeking legal or tax advice should solicit the counsel of competent legal or tax professionals knowledgeable about divorce laws in their own geographical areas. Divorce financial planning is a fee-only process that does not include investment advice or securities or insurance transactions.

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