“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®
Helping both client and attorney understand how financial decisions made today will impact the client's financial future.
Forecast the long-term effects of the settlement on the client's financial goals.
Determine the tax implications for retaining or selling various client assets.
Guiding clients in identifying and finalizing specific post-divorce tasks.
Avoiding financial mistakes in your divorce.
Let's start a conversation about your options.