Financial Solutions for Divorce, California financial planners
 Financial Solutions for Divorce, California financial planners
Home
Your Needs
Divorce Financial Specialists
Our Services
Our Workshops
Our Approach
Our Experience
Divorce FAQs
Resource Center
For Divorce Professionals
Contact Us
  

Working with our Divorce Financial Planners

Though many attorneys and mediators lack formal training in accounting and financial planning, they are expected to negotiate financial settlements in divorce cases that have both short and long-term tax and financial impact on their clients’ lives. As you work on your financial settlement, too often, what appears to be equal can eventually leave one of the parties in deep financial distress. To maintain even a modest lifestyle, the lower income-earning spouse may be forced to spend savings and other assets just to survive.

The principals of Financial Solutions for Divorce are recognized as experts in financial aspects of divorce and can work with you, your attorney, your mediator and your other advisors to construct an equitable divorce settlement that can provide lifetime financial security. The professional designations we have earned, include: Certified Divorce Financial Analyst™ (CDFA™), Certified Financial Planner™ (CFP™), and Certified Public Accountant/Personal Financial Specialist (CPA/PFS).

We can:

  • Help stabilize the immediate financial situation
  • Accurately calculate financial needs and ability to pay
  • Recommend strategies to minimize taxes
  • Analyze alternative divorce settlement scenarios
  • Determine the short and long-term financial impact of proposed settlements
  • Provide valuable information on tax and financial issues
  • Help make sense of proposals
  • Provide expert witness testimony in trials and arbitration
  • Provide attorneys with the tools they need to help prove their case.

You can save time, money, and – most of all – reduce your anxiety.

A case study

Samantha and John were married for 22 years, their children are now adults. Samantha works part-time. John is employed as a hospital administrator. Samantha will receive monthly spousal support from John. All of their assets are community property, including John’s 401(k) plan, their home, a brokerage account and a savings account.

Samantha wants to keep the house. John wants to keep his 401(k) plan. For each to receive total assets valued at the same amount, John would keep the brokerage account and the most of the balance in the savings account.

Is this 50/50 division of property fair and equitable?

We prepared long-term cash flow projections for both Samantha and John. By looking at estimated income and expenses in future years, we found that Samantha would not have adequate funds to meet her expenses during her retirement. It was not in Samantha’s best long-term interest to keep the house.

They agreed to sell the house now and divide the proceeds. This settlement allowed for both parties to have adequate income to meet their current and long-term needs.


| Home | Your Needs | Divorce Financial Specialists | Our Services | Our Workshops | Our Approach | Our Experience | Divorce FAQs | Resource Center | For Divorce Professionals | Contact Us |

| Privacy Policy | Disclaimer |
Copyright 2005: Financial Solutions for Divorce.  All rights reserved.