MY PROCESS
Understand your financial
picture before making
life changing decisions.
Divorce involves much more than dividing assets. The decisions you make today can affect your income, lifestyle, home, retirement, and financial security for years to come.
I help you understand your finances, explore your options, and show you how different decisions could financially impact your life after divorce.
HOW I HELP
Compare potential settlement scenarios and understand their possible financial and tax implications.
Know what
you own
Understand your options
Develop a clear picture of your income, expenses, debts, investments, retirement accounts, pensions,
real estate, and other
assets and obligations.
Explore how different choices could affect your lifestyle, income, home, retirement, and long-term financial security.
See what comes next
Bring clear, organized financial information into conversations with your mediator, attorney, or other professional advisers so you can ask better questions and make more informed decisions.
Be prepared
AREAS I CAN HELP YOU WITH
Retirement & Pensions
Investments & Equity
Multiple retirement accounts
Pensions
Long-term retirement needs
Investment portfolios
Restricted stock or equity compensation
Property & Business
Real estate
Business interests
Income, tax & housing
Tax considerations
Unequal income or future earning potential
Long-term housing needs
HOW IT WORKS
A clear path forward.
Every situation is different. We begin with where you are financially today and work toward a clearer understanding of your options and what they could mean for your future.
Let's talk
Get organized
Explore your options
Look ahead
Move forward informed
We begin with a confidential conversation about your concerns, priorities and current situation.
We gather the information and documents needed to develop a clear picture of your finances.
Together, we examine different financial scenarios and what each could mean for you.
We consider the short- and long-term financial impact of different options on your life after divorce.
You enter mediation, collaborative discussions, or negotiations with your attorney or mediator with a clearer understanding of the financial choices before you and how they could affect your future.
