What We Do
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:
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The Financial Divorce
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The Legal Divorce
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The Emotional Divorce
Let us help you navigate through these rough times.
List of Services
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Gather and compile all financial statements, paystubs, tax returns etc. from client
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Prepare Financial Affidavits
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Lifestyle Analysis to determine marital standard of living and projection of future needs
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Run various scenarios regarding spousal maintenance, child support and property settlements
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Preparation of marital and separate property financial statements
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Preparation of financial exhibits for court and mediation
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Valuation of retirement plans and determination of marital vs. separate property
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Valuation of stock options
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Financial Education for non-monied spouse to help demystify financial jargon
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Tracing of marital and separate property from prior marriages, gifts, inheritance and insurance proceeds
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Tracing, valuation and tax effecting stock options
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Review of prior and current tax returns and financial statements for hidden income and undervalued assets
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Determination of situations of voluntary underemployment
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Search for fraudulent transfers prior to separation and divorce
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Preparation of estimate of projected tax consequences in property settlements in accordance with Arizona Family Law Statute
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Tax effecting *We are not licensed to provide tax advice
Other Services
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Financial Planning
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Life Insurance (Term, Whole Life, VUL)
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Disability Income Insurance
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Long-Term Care Insurance
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Mutual Funds, Stocks, bonds, ETFs
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Traditional and Roth IRAs/Consolidation Rollovers
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Tax Deferred Annuities (Fixed and Variable)
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Education Funding
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Estate Planning