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Divorce Advisory Services2021-10-04T07:53:36+00:00

The divorce process can be complex and overwhelming.

It is essential to fully understand the issues that could get overlooked or under prioritized during the divorce negotiations. These details could have a detrimental impact on your financial life in the short and long-term. Having a financial professional on your side of the table helps protect your financial future.

  • Educate on the overall divorce process, options, expected timeline and hiring counsel.
  • Discuss your current finances and how to protect yourself.
  • Assist in the preparation of the marital lifestyle analysis vs. projected lifestyle.
  • Review potential settlement options to fully comprehend the potential short-term and long-term financial impact.
  • Determine potential tax issues and analyze any retirement plan issues.
  • Assess the ability to reside in the marital home post-divorce.
  • Help identify future financial goals and develop a budget.
  • Review portfolio investment allocation to determine any necessary changes.
  • Identify tax planning opportunities under new filing status.

OUR APPROACH

Our client advisors are highly credentialed and have broad practical experience advising clients going through divorce for nearly 20 years. We understand the stress and complexity of the divorce process and strive to provide guidance and execute on all personal financial issues. We take a fiduciary, client-centered approach to everything we do. Acting as your primary point of contact to manage and coordinate all aspects of your financial life, we are here to get things done.

Here are some of the areas we address:

  • Personal vs. marital property
  • Valuation and division of assets
  • Analysis of retirement accounts and pensions
  • Alimony and child support
  • Pre and post-divorce lifestyle analysis
  • Tax impact of dividing or selling property
  • Planning and financial issues affecting divorce
  • The role of insurance in the divorce process

YOUR ADVANTAGE

Collaboration. We work closely with your divorce attorney, CPA, lenders and other professionals to coordinate and advance all aspects of the divorce process.

Expertise. Our team consists of CDFA®, CFP® and CPA credentialed professionals working together to provide advice and guidance.

Fiduciary. Unlike traditional brokerage firms, banks and other financial advisors, our firm has always acted in a fiduciary capacity. We don’t sell any products, strive to minimize conflicts of interest and provide unbiased advice to our clients. Simply put, we put your interests ahead of our own and do whatever it takes to help you meet your financial goals.

Mariella Foley, CFP®, ADPA®, CDFA®
Mariella Foley, CFP®, ADPA®, CDFA®Wealth Advisor
Marianne Rodriguez, CFP®
Marianne Rodriguez, CFP®Wealth Advisor
CONTACT OUR TEAM >
AREAS OF EXPERTISE >

Certified Financial Planner (CFP) refers to the certification owned and awarded by the Certified Financial Planner Board of Standards, Inc. A CFP professional is trained in the area of financial planning, estate planning, taxes, investments, insurance, and retirement planning. The role of a CFP professional is to integrate all of these disciplines creating a plan that serves the best interests of you and your family.

Individuals who hold the ADPA® designation have completed a course of study encompassing wealth transfers, federal taxation, retirement planning, and planning for financial and medical end-of-life needs for domestic partners. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

A Certified Divorce Financial Analyst (CDFA) uses their knowledge of tax law, asset distribution and short- and long-term financial planning to achieve equitable divorce settlements.

INSIGHTS AND EDUCATION

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