Divorce Financial Planning
Going through a divorce can be complicated, emotionally challenging and expensive. Our role is to help you understand how the financial decision you make today will impact your financial future. Our goal is to work with you, pre- and post-divorce, to make divorce less stressful and as financially beneficial as possible.
Pre-Divorce Financial Planning
Analyze and provide expertise related to the financial issues of divorce:
- Identifying the short-term and long-term effects of dividing property
- Integrating tax issues
- Analyzing pension and retirement plan issues
- Determining affordability of the matrimonial home / proposing alternatives
- Evaluating life insurance and long-term care insurance needs
Our team includes a Certified Divorce Financial Analyst (CDFA)® who also specializes in:
- Providing you and your attorney with analysis reflecting the financial effect of any given divorce settlement
- Analyzing financial scenarios and projections for clients based upon financial goals, risk tolerance, expenses, lifestyle desires, etc. to make sure you do not outlive your money
- Helping you identify future financial goals and set retirement objectives
- Helping you develop a budget
- College education planning for children
Post-Divorce Financial Planning
Helping you with everything that must be done post-divorce:
- Updating titling of accounts, beneficiaries and estate planning documents
- Understanding new tax requirements
- Accessing need for asset protection and insurance
- College education planning for children
- Navigating health care
Post-Divorce Financial Planning, Portfolio Design and Investing:
- Analyzing financial scenarios and projections based upon your new financial goals, risk tolerance, expenses, lifestyle desires, etc. to ensure you do not outlive your money
- Creating a budget and managing income and expenses
- Proactive and customized investing management according to your risk tolerance and financial goals
We’re Here for You
At Prosperity – An EisnerAmper Company, our team includes a Certified Divorce Financial Analyst® (CDFA®), Certified Financial Planners™ (CFP®), an Accredited Investment Fiduciary® (AIF®), and Certified Public Accountants (CPA). It’s our team’s mission to help you embrace life and prepare for a comfortable future. If you’re ready to talk, we’re here. You can send us a note below or call us at (410) 363-7211.