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Financial Review and Preparation

Preparing Your Financial Future

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.

Having a plan ahead of time and taking the time to understand it is the key to protecting your financial future

Connecting you with the right experts…

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.

Certified Divorce Financial Analyst®  (CDFA® ) Review

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:

  • Marital property
  • Division of assets
  • Analysis and negotiation of the divorce settlement
  • Housing
  • Debts
  • Financial planning going forward
  • Alimony (also known as Maintenance)
  • Child Support
  • Tax implications
  • Retirement accounts
  • Healthcare coverage
  • Much more…

Community Property

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

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.

Let us help you!

If you need help, please feel free to contact us. We will get back to you within one business day. If you prefer to talk, please feel free to call us.
Call : 425.329.6579

Email Us Mon–Fri 9 AM to 5 PM

Our Mission Statement

Personalized Strategy

We recognize that each divorce is different and carefully plan a custom strategy that is right for you and your situation, no matter what stage you are.

Confidential

Our work together is sensitive, discreet and confidential, while we provide a customized, non-judgmental safe-haven keeping you focused and on task.

Save Time and Money

Our experience, wisdom, and compassionate leadership streamline and supports you through this painful process saving you time and money.

OUR NEWS AND RESOURCES

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