As with other significant events, divorce requires careful planning. A marital transition can greatly affect you and your family, not only emotionally, but financially as well. The crucial FIRST STEP is to get your finances organized as soon as possible, we can help. Your level of organization will help you and your team be more efficient with their time and may save you money in the long run. It also will begin the process of empowering you with financial decisions and allow you to take financial control of your divorce.
As your advocate, we work throughout the process, we can help:
- Prepare, Update and Review all financial affidavits and financial disclosure requirements
- Consider tax implications & strategies
- Provide and discuss spousal, child support and unique settlement scenarios
- Discuss equitable distribution tactics, which half you get makes a difference
- Assist in mediation, and more.
You'll benefit from:
- Comprehensive case preparation – we do the detailed financial work for you
- Having the confidence that your settlement is financially feasible for the long term
- Hearing an objective viewpoint in an emotional situation
More information:
- What to bring and expect from your initial consultation
- Crockett Bohannon, Certified Divorce Financial Analyst™
- Upcoming “Gaining Financial Control of Your Divorce” workshops
Contact us today (phone or e-mail)! Don’t take the crucial first step alone.
Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. While we are familiar with the tax provisions of the issues presented herein, as financial advisors of Raymond James we are not qualified to render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.
