Divorce Financial Planning Services
Divorce is hard. It can be one of the largest financial transactions you will ever make, and one that will have the greatest impact on your future. Some questions you might have…
What’s included in the marital estate?
Do all assets and debts get split 50/50 in divorce?
How much child support will I receive?
What is a QDRO?
What are the tax implications of divorce?
Can I afford to keep the marital home post divorce?
Work with Tammy Gruen, to ensure you make informed decisions for a secure financial future. Tammy specializes in working with women during and after divorce. She partners closely with clients during the divorce process to assess short-term and long-term financial impacts. She helps clients feel more prepared for negotiations as well as plan for their new life.
Our Divorce Services
-
Financial Neutral: Flat fee starting at $2500
We use a collaborative process to find solutions that both parties can agree to with regards to asset splits and support calculations. We meet both together and separately to ensure all voices are heard and options considered. If you and your spouse desire to work amicably to ensure the best outcome for both parties - this is the option for you!
-
Financial Advocate – Monthly subscription $250/month
Are you and your spouse unable to work together collaboratively? Are you feeling at a data disadvantage because your spouse managed the family finances? Do you need assistance preparing for mediation by working through possible financial scenarios? We partner with your attorney to help bring clarity to your finances so you can make more informed decisions during negotiations.
-
Post-Divorce Support: Pricing varies
Your divorce is final, and now the real work begins. Your accounts need to be consolidated, QDROs completed, bank accounts closed, wills redone, etc. It can be very overwhelming! Let us help with your post-divorce check list then be a partner in your next chapter so you can move forward with more confidence and control.
-
Additional Services
We’ll work with you as long as necessary to ensure that ALL of the terms of your settlement agreement are completed and that you receive the assets you’re entitled to.
Additional services include:
Investment advice and portfolio management
Budgeting
Insurance reviews
College savings planning
Retirement planning
Additional Resources
-
The role of the CDFA is to assist the client and his/her lawyer to understand how the financial decisions he/she makes today will impact the client’s financial future
-
The Amicable Divorce Network (ADN) is a global network of seasoned, licensed professionals who are dedicated to helping families navigate divorce through the Amicable Divorce Process, a modern, civilized, transparent, and cost-effective alternative to adversarial divorce litigation. We are the only network in the world vetting divorce professionals for their experience, commitment to a resolution-focused practice, and engagement in fair billing practices. Visit the amicable divorce network
-
1. Nothing keeps you from getting your own Social Security benefit
2. There is no marriage penalty or limit to benefits paid to a married couple
3. If you’re due two benefits, you’re generally paid the higher rate, not both.
4. If you’re divorced and were married at least 10 years, you may be eligible on your ex’s Social Security record.
5. When your spouse (or ex) dies, you may be due a widow’s benefit.