Divorce Financial Planning
We begin by helping you articulate your financial needs, concerns, and objectives. Then, we help you identify accurate values for your assets, debts, income and expenses.
Financial Solutions for Divorce prepares schedules that project cash flows, net worth, and tax effects of proposed settlements. Putting that information in language you can understand helps you take the next steps.
We consult with you, your attorneys, and other advisors to evaluate financial reports and proposed divorce settlements, answer questions, and provide the information and advice you need to go forward.
Thorough financial planning sets a positive tone for productive discussions. Clients find that the process becomes more efficient and cost effective. Their stress, frustration, and anxiety diminish. They feel confident and prepared to make prudent financial decisions.
Informed. Prepared. Confident. Secure.
That’s how you should feel when you work with Financial Solutions for Divorce. We work with divorcing couples and individuals to help them achieve lifetime financial security. We also work with professionals – attorneys, mediators, mental health, and financial advisors – to help their clients reach their financial goals.
- Provide information and knowledge to help clients arrive at prudent financial decisions.
- Promote financial security by establishing a long-term tax and financial strategy.
- Facilitate a financial settlement agreement that takes into consideration the best interests of the entire family
- Promote a civil co-operative environment.
We understand that divorce is a time of change and emotional struggle. We strive to help individuals and couples face difficult financial challenges objectively, examine various scenarios thoroughly, and reach agreements that consider the best interests of the entire family.
You can count on us to be:
Collaborative divorce is a non-adversarial process that is attracting interest in California and throughout the nation. Couples and their attorneys agree to resolve all legal and financial issues related to the pending divorce without going to court. As a result, it is an extremely supportive, considerate, sensible and constructive approach to divorce.
The process usually happens through phone and face-to-face meetings in a respectful, supportive environment. A team of advisors that can include attorneys, financial specialists, and mental health professionals work with the couple to achieve fair and workable settlements that keep the best interests of the entire family in mind.
The principals of Financial Solutions for Divorce, Stephanie Maloney and Jerry Cohen, are trained to work with you in the Collaborative process. They have the experience and expertise to provide complete and accurate financial information. They work effectively with you, your attorneys, and other professionals to accomplish your goals in a collaborative environment.
To learn more about the Collaborative process go to: www.collaborativepractice.com