Divorce Services

We bring a sense of stability to your uncertain financial situation while going through divorce.  Our experience and training helps us to sort through the myriad aspects of your finances, analyze them and  present you and your attorney a clear picture of your situation.  We can then show you  the financial effect of any given settlement in a clear and straightforward manner.  

As a CDFA,  I  have comprehensive training and knowledge with financial issues that will affect divorcing couples for the rest of their lives.  By presenting different scenarios in a clear and easy to understand manner, I can help you manage your expectations of your financial future.  This makes it easier for you to decide on the course that is best for you.

• Collect financial and expense data.
• Analyze your financial position.
• Use specialized divorce financial analysis software to examine the pros and cons of various settlements.
• Identify separate property, debt responsibility and hidden assets.
• Illustrate the financial and tax implications of splitting various assets.
• Help you identify your future financial goals.
• Develop a budget.
• Analyze pensions and retirement plans.
• Set retirement objectives.
• Identify what kind of lifestyle you want.

Comprehensive Wealth Management services, including investment advice and financial planning, are separate and only offered through Covenant Asset Management, LLC.  To learn more go to Covenant's website.