For Attorneys

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

Finding Harmony in the Economics of Divorce

For Divorcing Individuals

Every divorce is unique. Family Wealth Planning Partners believes the key to a successful financial future can be found in knowing both the short-term and long-term impact of various scenarios.

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For Attorneys

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.

Learn More →

For Mediators and Collaborative Divorce Professionals

Whether in mediation or the collaborative divorce process, Family Wealth Planning Partners can assist you to keep the negotiations on a more level playing field.

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Resources

This page has links for a divorce monthly budget, a divorce document checklist, and also a way for you to request a free eBook about how to navigate through your divorce.

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