Our Process

7 Stages of Financially Responsible Divorce

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01. Initial Consideration

Woman in stress
  • Is Divorce Right for You?
  • Financial Aspects of Divorce
  • Questions that Keep You at Night
  • Various Ways to Resolve Differences
  • Common Threats in Dissolution Proceeding 

Financial Aspects of Divorce

Life Insurance Protection
Capital Gail Tax
Marital Home Division in Divorce

1. Analyzing Financial Data: Financial Affidavit

2. Property and Assets Division

3. Tax Issues and Solutions

4. Retirement Plans, QDROs, Division Methods

5. Division of Marital Home and Other Real Estate

6. Insurance Planning

7. Spousal Support (Alimony/Maintenance)

8. Child Support and Tax Issues

9. Tax Allocation and Planning

10. Analyzing Personal Income Tax Return

11. Social security

13. Debt, Credit, and Bankruptcy

02. Get Ready

Organizing Divorce File
SMART DIVORCEES CHECKLIST
  • Organizing for Success
  • Your Financial Data
  • Questions that Keep You Up at Night
  • Mistakes Smart Divorcees Avoid
  • Things to Remember as You Start the Business of Divorce 

03. Your Divorce Professional Team

finding good divorce professionals

  • Divorce lawyer
  • Divorce financial planner
  • CPA
  • Forensic accountant
  • Parenting Coach
  • Therapist
  • Divorce Coach (for additional support)
  • Certified appraiser
  • Mediator
  • Post-Divorce Organizer 
    • HOW TO INTERVIEW PROFESSIONALS

    04. Deciding What You Want

    • Determine What You Want
    • Your Divorce Bucket List
    • Division of Assets and Liabilities
    • Do's & Don'ts of Deciding What You Want
    • Stay Organized
    DOS & DON'TS CHECKLIST

    05. Negotiating the Financial Agreement

    •   Dealing with the Law
    • Tax Implications of Divorce
    • Spouses' Social Security
    • QDROs (Qualified Domestic Relations Orders)
    •   Estate Planning

    06. The End Game

    Woman showing wedding ring off
    • Getting It Right
    • Do's and Don'ts of the Settlement Decision

    07. Post-Divorce Financial Planning

    Financial Freedom
    • Practical Implementation of Post-Divorce Matters
    • Re-titling Assets
    • Beneficiary Planning
    • Assets and Income Management


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    Divorce Financial Planning Consultation

    What You'll Get During FREE Strategy Session

    • Step 1

    • Step 2

    • Step 3

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    The Basics

    Explore the right and most economical divorce financial solutions for your divorce and beyond.

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