Divorce Financial Planning & Consulting Services

 
 

My Perspective.

I emphasize independent, objective advice and focusing on the long-term implications of client's situations. I understand there are the soft costs and financial costs of decisions.

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Technology.

My fluency with Family Law Software and other programs makes me a useful tool in negotiating divorce settlements, projecting tax obligations, and evaluating investment allocations. Technology enables me to work with clients on a remote basis, and makes quick turn-arounds in urgent matters possible.

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Services include:

  • Financial planning

  • Investment portfolio analysis & allocation

  • Budgeting

  • Estate planning

  • Tax advice for individuals, trusts, estates, & small business

  • Pension & stock option valuations

  • Insurance management

  • College funding strategies

  • Divorce settlement analysis

  • Family law mediation

  • Expert witness testimony