Our Services

“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®

Guiding<br/>

Guiding

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

Forecasting

Forecasting

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

Ramifications

Ramifications

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

Finalizing

Finalizing

Guiding clients in identifying and finalizing specific post-divorce tasks

Avoiding

Avoiding

Avoiding financial mistakes in your divorce.

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