As a member of the "divorce team" Family Wealth Planning Partners will allow you to stay in control of the case and focus on the legal aspect of divorce. There are several roles we can play to support you and your client. Negotiations tend to go more smoothly and animosity may be reduced between the divorcing spouses by helping them come to terms with their financial situation and develop realistic expectations. We can provide:
Lifestyle Analysis (accurate history of expenses)
Examination of Projected Needs (budget forecasting and immediate cash flow needs)
Net Worth Statement Preparation
Review and Analyze Corporate Benefits, Retirement Plans and Deferred Compensation
Life Insurance Securitization Calculations
Litigation Support/Expert Testimony
An eBook for You: request a complimentary copy of "Navigating Your Divorce: Legal, Financial and Emotional Basics."
We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.