A clear outlook for a new tomorrow
The mixture of emotional vulnerability, procedural tedium and financial uncertainty makes divorce one of the most difficult transitional moments a person can experience. We work with our clients – as individuals or as collaborative counterparties – to inventory and assess the practical value of assets to their financial plans and long-term financial goals. This means looking beyond the bottom line and seeing things like how the liquidity of an asset – how easy it is to sell – or its value over time contributes to one’s life goals.
In many cases, this can mean financial goals need to be reassessed and creating a new plan in light of new opportunities and challenges.
As a Certified Divorce Financial Analyst®, Joshua Waymire’s goal when working with his clients facing divorce to help them move past the intense emotions they feel and focus on what’s best for their long-term, providing a calm, experienced confidant to help them prepare for a bright tomorrow.
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As part of a collaborative divorce team including your attorney and accountant, we can help you better understand the short- and long-term value of your shared property, income and insurance needs, and tax issues related to dividing financial assets.
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In the case of an adversarial divorce, we can inventory your property and assets to determine their value, outline limiting factors and provide information to assist negotiations about alimony, child support and other short- and long-term financial matters.
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Through the divorce process and after, we will work with you to identify your new goals and create a financial plan customized to your life, risk tolerance and needs with tools including budgeting, insurance and investing.