“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.
![Planning_blue](/api/file/image/resize?url=/sites/g/files/awx8386/f/images/Planning_blue_1598542288.png&height=80&width=80)
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.