If you don't know where you're going, you'll end up somewhere else.
Understanding your statements in combination with financial projections will enable you to clearly understand your situation, responsibilities and obligations so we can create a plan based on your needs.
Divorce Finances and Planning
Understanding your statements in combination with financial projections will enable you to clearly understand your situation and 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 can prepare and help you understand important data, including:
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 might have asked you to provide a completed F8-Financial Statment - I can 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 forecast all the scenarios while 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.