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What We Do:
- Compile a list of the financial assets and liabilities
- Identify short and long term goals
- Review spending patterns for Support issues
- Review tax returns and financial statements
- Review employee benefit packages
- Have Pensions valued
- Have Real Estate, businesses and professional practices valued
- Determine protection issues
- Prepare proper consolidated financial information with present and future projections of net worth and equity positions
- Prepare projections on present value and future value of assets for both equalization and support issues
- Mediation of all issues including parenting arrangements, child and spousal support and equalization of property
- Preparation of draft separation agreement, referrals for independent legal advice and signing of agreement
- Other referrals as necessary
Advantages:
- Help in achieving a financially fair divorce/separation settlement
- Personalized charts and graphs tailored to your divorce/separation
- A bound presentation to be used as an aid no matter which method of settlement you choose
- A comprehensive financial plan based on the outcome of your settlement
Fairness - The parties create their own agreement which ensures its perception by both as being fair, and its acceptance by both as a lasting agreement.
Avoidance of Conflict - Throughout this process, the parties are encouraged to have honest, open and constructive dialogue with a view to reaching agreement on all issues with a minimum of conflict and with regard for the future.
Convenience - Other than when the parties are attending for independent legal advice, the entire process takes place in one location under the direction of one office.
Time and Cost - In virtually all cases, the time and money spent finalizing all issues and the divorce will be significantly less than in any other process.
All Needs Met - At the end of the process, each of the parties can move forward with confidence and with the certainty of resolution of all issues arising from the separation and a final divorce order.
You'll understand the financial issues of...
- Personal vs. marital property
- Valuation and division of property
- Retirement Assets and Pension's
- Spousal and Child support
- The Matrimonial Home
- Tax problems, and solutions
- Principal Residence Designation
- Protection for your plan
You'll Benefit by...
- Having peace of mind that your settlement is financially equitable
- Having an objective viewpoint in an emotional situation
- Getting expert advice about your special financial needs.
The marriage may be over, but the rest of your life is still ahead. You want the fairest, most intelligent divorce/separation settlement possible, so that you will be that much closer to a better tomorrow.
