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What We Do

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The Divorce Process

It has been shown that a person going through divorce has so much stress that their retention of information is about 30%. It is important to have people on your team that will ensure nothing falls through the cracks. When you go through a divorce, you are actually experiencing 3 divorces at once:

  • The Financial Divorce

  • The Legal Divorce

  • The Emotional Divorce

Let us help you navigate through these rough times.

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List of Services

  • Gather and compile all financial statements, paystubs, tax returns etc. from client

  • Prepare Financial Affidavits

  • Lifestyle Analysis to determine marital standard of living and projection of future needs

  • Run various scenarios regarding spousal maintenance, child support and property settlements

  • Preparation of marital and separate property financial statements

  • Preparation of financial exhibits for court and mediation

  • Valuation of retirement plans and determination of marital vs. separate property

  • Valuation of stock options

  • Financial Education for non-monied spouse to help demystify financial jargon

  • Tracing of marital and separate property from prior marriages, gifts, inheritance and insurance proceeds

  • Tracing, valuation and tax effecting stock options

  • Review of prior and current tax returns and financial statements for hidden income and undervalued assets

  • Determination of situations of voluntary underemployment

  • Search for fraudulent transfers prior to separation and divorce

  • Preparation of estimate of projected tax consequences in property settlements in accordance with Arizona Family Law Statute

  • Tax effecting *We are not licensed to provide tax advice

Other Services

  • Financial Planning

  • Life Insurance (Term, Whole Life, VUL)

  • Disability Income Insurance

    • Long-Term Care Insurance

  • Mutual Funds, Stocks, bonds, ETFs

  • Traditional and Roth IRAs/Consolidation Rollovers

  • Tax Deferred Annuities (Fixed and Variable)

  • Education Funding

  • Estate Planning