Couples Financial Planning

Two scenarios

Staying Together

Are you able to work together but need a neutral financial party to assist you in putting together a fair agreement? Are you considering divorce because you don’t know what else to do? This may be because one spouse has been hiding assets or may have addictive behaviors causing "financial infidelity" in your marriage. Often times, a neutral can assist in budgeting, planning for goals, and liquidating debt wisely. WE ARE NOT DEBT COUNSELORS. If major debt is the primary issue, you may be better served by hiring a bankruptcy attorney. However, we LOVE to help couples put their finances back together! If you are committed to staying together and changing some old habits that are currently not serving you well, let’s get to work on a plan to put you back on the right track! Divorce isn’t always the best answer.

Amicable Divorce

You agree that the best thing is to end your marriage and move on. You’re reasonable and can sit together to discuss the situation. You want to avoid the possibility of a costly court battle or having your children’s lives more disrupted. Perhaps you really don’t even need a mediator. However, despite the fact that you are amicable, you just don’t know where to start. You and your partner need financial guidance during your divorce in order to separate the finances fairly.

You might have investments, retirement/pensions, businesses, expenses, rental properties, etc. How do you structure a property settlement that is fair and won’t get you into tax trouble? Creativity could possibly save both of you taxes so you both get to keep more of your own money. Would you like to be able to see how a potential settlement would impact your futures?

You have come to the right place. Working with couples as a financial neutral to help you come up with that win-win settlement is our specialty. Get all those questions answered and more. Let us provide you with a family-friendly, kinder and more affordable divorce solution.