The Financial Ripple Effects of Divorce
Our team is composed of CDFA, CDLP, CPA, Investment and Insurance Advisors that work together to help our clients start their financial recovery process quickly.
Financial Services and Solutions for Family Law Clients
A Holistic Approach: Consulting is only part of the equation. Providing complete solutions for how to split the assets and where to invest is what truly differentiates our services.
Solutions for QDRO’s and Transfers
The proper split of 401k/IRA/Pensions based on court orders is of vital importance.
Financial Advising
Often times in divorce there's one party that is not the family CFO.
Mortgage Solutions
A CDLP can play a vital role in how to approach this major asset.
Insurance Solutions
Life insurance may be required to cover the spouse paying alimony and child support.
Estate Planning
This is a necessary step that is often overlooked.
Teaching Builds Understanding: Often there’s one party to a divorce that has not been involved in or understand financial matters. We take the time to educate our clients through our process, The Ripple Effect of Financial Decisions.
Attorneys - Why Partner with Us?
Comprehensive Solutions for Your Clients: We offer a complete approach by combining divorce financial analysis with the financial solutions your clients will need to improve recovery and outcomes.
Contact Us Today!
