In the event of a divorce, our team at Smart Divorce Decisions has recognized that both our pre-divorce clients and our post-divorce clients typically share four common concerns:
We can help you develop a solid financial plan that incorporates all of your goals and concerns. We use a specific, time-tested process when developing these plans – a process that can ultimately deliver you clarity and peace of mind.
Over the course of your professional relationship with your advisor, the two of you will meet several times to assess and develop a financial plan tailored specifically to your individual goals and needs. Below is a quick overview of what our process typically looks like. Please feel free to look over the information and determine if it could be the right fit for you.
Organize your financial information to understand your current situation.
Perform a risk analysis and a cash flow projection.
Measure risk profile to understand client’s comfort level with their money.
Analyze living expenses and develop a savings strategy.
Perform investment analysis of current holdings (or future QDRO).
Produce finished, written financial plan for client approval.
Continuously meet with the client to reassess plan and make adjustments as needed.
When the need arises, our team can also help you with cohabitation and prenuptial planning throughout the financial planning process, as well as planning to save for college, retirement planning, and estate planning. If these are each part of your financial goals, we will be sure to implement them into your full financial plan.
If you have any questions about our process, or if you would like to learn more, please feel free to contact us using the form below or reaching out to us with a phone call.