Marital Transition

Divorce Services

I partner with your family law attorney and other advisors to assist with information gathering, evaluation, education, and analyses on the financial aspects of divorce. My services include but are not limited to:

Member of Legal Team

  • Inventory

  • Financial Impact Analysis

  • Expert Witness

  • Collaborative Divorce

Divorce Settlement Implementation

  • Retitling of Assets

  • Refinancing of Liabilities

Pre- and Post-Divorce Planning

  • Updated Financial Picture

  • Budget/Cash Flow

  • Education

What is a CDFA professional? https://institutedfa.com/learning-center/what-cdfa-professional/

 

Widow(er) Services

Probate & executor assistance

Property transfers & retitling of assets/liabilities

Data compilation & organization

Ease the grieving process by taking on the initial financial burden and providing peace of mind

Financial education

Budgeting