Divorcing Individuals

Barbara is here to provide you with peace of mind and assist you in navigating the unfamiliar and intimidating process of divorce. She will help you throughout the entire process and make sure you are not overwhelmed.

Her team has crafted a comprehensive approach from life assessment to settlement examination aimed at teaching and empowering you to make the most suitable decisions during and after the divorce process.

We have identified 3 stages on this journey, we are prepared to step in at any stage. We encourage our clients to reach out even before they contact an attorney or mediator. We offer a free one-hour consultation that our clients have found helpful to prepare and inform them on what their journey might look like from a financial perspective.

Gather and Assess Financial Information

We understand the volume of information to assemble can be overwhelming. Our role is to work with you to identify and collect financial data from the marriage. We have a comprehensive documentation checklist which identifies key documents that will be required in the financial data collection process. We use these documents to help you prepare your financial affidavit, financial statement, or mediator documents.

Budget. Analyze, and Goal Setting

A budgeting and cashflow analysis is prepared to give you a comprehensive understanding of what your post-divorce lifestyle will be like. We also review with you your goals for your new life, and some must haves you are looking for in a settlement.

All of this information is critical as we help you analyze possible settlement options. As we review options, we will help you understand the financial and tax consequences of taking ownership of certain assets and how they impact the settlement agreement.

We help you reach a settlement that fully addresses your long-term financial needs.

Develop a Comprehensive Financial Plan

A written comprehensive plan is your strategy for achieving your financial goals and objectives. You are starting a new life and with that comes many changes. We look at all the pieces and give you guidance with your best interest in mind. We help you with implementing the plan, monitoring the details, and communicating with you regularly to make sure you stay on course in your new life. You got this!

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