The process of creating a strategy to help you grow and manage your money so you can achieve your financial goals. This includes, setting goals, assessing risk tolerance, choosing investments, asset allocation and diversification, tax considerations and monitoring and adjusting.

The process of creating a detailed roadmap for starting, running, or growing a business.  This includes identifying the proper type of business entity, your business goals and strategies, understanding cash flow, understanding revenue vs profit, operating expenses, marketing and sales strategies, management and operations, accounting and taxation.

The process of analyzing your financial situation to legally minimize your tax liability.  It involves using tax laws, deductions, credits and timing strategies to reduce the amount of taxes you owe – both now and in the future.

The process of identifying potential financial risks in your life or business and creating strategies to protect against those risks.  One strategy involves the acquisition of insurance to transfer risk to a company in exchange for a premium.  Risks are identified and analyzed.  Risks can be avoided, reduced, transferred or retained.

The process of preparing financially, emotionally, and logistically for the phase of life when you stop working full-time.  It involves setting goals for retirement, estimating the resources needed, and developing strategies to accumulate and manage those resources to support your lifestyle in retirement.  It is never to early, especially with compounding returns.  Consider contributing to available employer-sponsored retirement plans or an individual retirement account.

The process of creating a roadmap for a successful marriage.  This includes the identification and discussion of joint goals, assets, liabilities, income and expenses at the start of marriage.  A discussion of how the law handles financial variables in the event of a divorce and other options on how a family may want to approach finances.

The process of organizing and preparing for the management, preservation, and distribution of your assets during your life and after death – in a way that honors your wishes, minimizes taxes, and protects your loved ones.

The process of preparing for divorce or getting your marriage back on track.  Includes the necessary record keeping, identification and valuation of assets and liabilities, and how a divorce would impact your marital and non-marital estate.  Also, involves the understanding of income (ability to pay) and need in the context of spousal support.  Provides clients with the necessary information to be educated on topics such as parenting plans, equitable distribution, spousal support, and child support.  Demonstrates how a pre-nuptial agreement or the law would impact the analysis of the various issues.  Finally, includes the potential discussion of a Post-Nuptial agreement when appropriate.

Financial Planning For Couples Post Divorce – Get a Financial Head Start

Meet with Lawyer about Post-Nuptial Agreement

Perfect for couples who already have reached an agreement but need help with the formalities.

Includes two Divorce Coaches and a Mediator. Perfect for couples who want a coach in their corner during mediation to help them communicate and transition into a post-divorce life. Coaches are licensed Marriage and Family Therapists perfect for helping parents work through Parenting and Emotional Complexities.

A legal process in which a divorcing couple works with a team of professionals in hopes of reaching a mutually agreeable settlement without going to court. Each spouse has their own collaboratively trained attorney. In addition, the collaborative team may include neutral professionals like financial advisors, child specialists, or therapists. If the process is unsuccessful, the collaborative lawyers must withdraw, and new attorneys must be hired for litigation. Collaborative law is a good option for couples who want to avoid a courtroom battle, prioritize co-parenting, and maintain more control over the outcome.

Keep Scrolling to Step 9.

FAV Advisors, LLC (Forensic Accounting and Valuation Advisors) Perfect for a Husband/Wife and his/her attorney in matters with financial issues that cannot be resolved outside of Court and an expert opinion is needed to assist the Court in reaching a conclusion. A forensic accountant is not a mediator. A mediator cannot testify in Court. A forensic accountant’s role is to present an opinion to the Court.