What We Offer

Divorce Financial Planning
Based on thorough review and analysis of your finances and objectives, using multiple kinds of divorce and planning software programs, we create an analysis report that addresses these objectives and shows a “financial roadmap” for the future. Every effort is made to help you coordinate your objectives so the facets of your financial life are working together.

Assist you in compiling and organizing financial statements and information, preparing inquiries for “discovery”, analyzing statements, documents and tax returns, tracking money flows, identify and understand complex compensation issues, and evaluating wealth protection strategies.

Divorce Settlement Analysis
Estimate maintenance needs, develop alternate settlement proposals, identify tax issues, analyze long-term cash-flow and net-worth issues, incorporate future needs (such as retirement income & college costs for children), recommend tax and financial strategies, assist with negotiations and interrogatories, testify as a Qualified Financial Expert, if needed. If necessary, financial tracing and forensic analysis services for hidden assets and money flows are available.

Post Divorce
Follow-through on asset transfers, identify tax impact of asset sales, assist in establishing new money-management systems, implement insurance and estate-planning recommendations, help ensure settlement duties are implemented by client and ex-spouse.

After Divorce is Final
If desired by you, we can assist with managing investment accounts and creating a new, post-divorce financial plan based on your new life and financial objectives.*

* Post divorce financial planning and investment services only offered through Wealth Management Resources, Inc., an SEC registered investment advisory firm located in the state of Rhode Island. Member FINRA/SIPC. Go to www.wealthmanagers.com for further information and required disclosures.  These services are only available post-divorce and under separate agreement.