Bettina Plendl, CFP®, CFDS & Qualified Mediator
Divorce Finances and Planning
My financial insight will let you to clearly understand your situation, obligations, and their impact on your future.
Having accurate financials that you clearly understand will provide you with an exact picture of your current financial position. It is important that the data used is correct, and you fully understand your statements. I will help you understand important data, including, but not limited too:
Financial Forecasts and Calculations:
It is important to fully understand the long-term effects of the financial decisions made during a separation and divorce. Your lawyer may have asked you to provide a completed F8-Financial Statement - I will help you with that. I will help you determine your personal net worth, and your family net worth at the date of separation/date of mediation, and forecast potential outcomes based upon multiple scenarios. Often there are several options available, and I will acknowledge every scenario, outlining the pros and cons of each. These calculations will project 1, 5, 10 or more years into the future to help you understand the long-term effects of the financial decisions you make today.
By combining this data with your goals, we can determine a realistic financial plan for your future.