Our team will help guide you in gathering the required financial documentation and information for your divorce. Once we have a big picture view of your finances, we work with you to conduct a full financial review and prepare a plan for financial division and support. This work is all based on readily available financial information.
In addition to helping you identify and weigh your options for asset and liability division, we also help you identify your income and support needs for your post-divorce life. Our team will work with you to develop your post-divorce budget.
Depending on the complexity, we may recommend outside experts and professionals to help you understand any tax implications or other complexities that may be a part of your case. This is vital to ensuring that you have a sound and equitable financial ask that will support your needs now and into the future.
A Certified Divorce Financial Analyst has the training, experience and certification required to be a financial expert in divorce. Although our team prepares the financial proposals, we often partner with a CDFA® to provide clients with final review services to review asset allocations with an eye to potential tax liability and future growth. Working with a CDFA® can help clients avoid long term financial pitfalls related to a separation agreement. A CDFA can help with:
Division of assets
Analysis and negotiation of the divorce settlement
Financial planning going forward
Alimony (also known as Maintenance)
Washington is a community property state, but commissioners may access separate property to make an equitable division in a divorce. We can help you sort your financial picture and find a fair settlement. Community property is anything you bought or earned together while you were married. This includes your home, your salaries (even if you kept your money separate), your retirement accounts, and any stock plans or other benefits from your employer.
Will your house need to be refinanced? Or do you prefer to sell and share the proceeds? Our team can help you project your new financial picture into the future, to maintain security during your family’s transition.
Child support calculations need to account for your current financial situation and also allow your family to grow. It’s hard when families are trying to set up two households with the same income that supported one household before the divorce or separation. We can show you how to give your family flexibility and security.