Providing Financial Expertise During Divorce – We work with couples, individuals, mediators and attorneys, providing financial expertise during divorce. We are trained in all the financial aspects of divorce including retirement plan valuation, marital vs. separate property, and how to best structure your settlement with respect to taxes.
Wealth Management and Post-Divorce Transitions - Once your divorce is final, your accounts need to be put in your own name, old accounts closed, new accounts consolidated, QDROs completed, etc. We help you with financial planning after the divorce in order to be sure you don’t miss anything important as you start this new phase of your life with confidence.
