“Creating a financial plan is like an annual physical. You determine the state of your client’s financial health, diagnose problems, recommend a treatment plan, and encourage clients to continue to live a healthy financial lifestyle.” — Steven R. Larson, CFP®, CRPC®, CDFA®

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Guiding

Helping both client and attorney understand how financial decisions made today will impact the client's financial future.

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Forecasting

Forecast the long-term effects of the settlement on the client's financial goals.

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Ramifications

Determine the tax implications for retaining or selling various client assets.

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Finalizing

Guiding clients in identifying and finalizing specific post-divorce tasks.

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Avoiding

Avoiding financial mistakes in your divorce.