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