Divorce Services

So much more than just analysis…

To ensure that every client gets the most out of working with me, I offer a variety of ways to guide you, including private client services, my group divorce course, and my home study program to help you no matter where you are in the process.

We start with a free confidential review of your divorce planning questionnaire.

After your divorce planning questionnaire is reviewed, the next step will be determined.

ANALYSIS OF YOUR PROPOSED SETTLEMENT – For private clients only

Your next step will be data gathering. Depending on where you are in the divorce process you may or may not have already gathered many of the necessary documents for your attorney. I will provide you with a checklist of items that will be necessary to do a thorough analysis and review.

When I have received all the necessary documents I will prepare a complete analysis of your settlement proposal. I will delve into all areas of your financial situation including, but not limited to:

- Personal vs. marital property
- Valuing and dividing property
- Retirement and pension division
- Spousal and child support
- Splitting the marital home and other real estate owned
- Tax problems and solutions
- Evaluating spending habits, overstated expenses and possibly detecting hidden assets
- Determining which settlement option(s) makes most sense for you

My turn around time for your analysis and reports will depend upon the type and complexity of the assets and liabilities involved.

Then there are other services offered if you need them…

Clients each come from a different place when it comes to understanding financial matters. For some, you may be encountering your first exposure to paying bills and creating budgets. For others, you may have experience in those areas, but are not familiar with investing and retirement accounts. Or you may be very savvy and just want someone to affirm your concerns. Wherever you are in that spectrum, I am here to guide you in whatever you need.

My knowledge of real estate investing can prove invaluable in giving you alternative ideas to work with in deciding what to do with your home when it’s not a good time to sell.
I can help you to prepare spending plans and forecasts for your needs during and after the divorce.
I can show you how to pay bills and reconcile accounts, including online banking if desired.
I can help you review your credit file and guide you in establishing new credit accounts in your own name.
After the divorce process is over I can assist you in areas of insurance and investing needs, if you so desire.
I can offer referrals to divorce and family law attorneys, collaborative lawyers, therapists, life coaches, and specialists who work with children of divorce.
I can offer referrals to realtors and mortgage brokers who are sensitive and understanding of the special needs of the newly divorced.
I can custom tailor any other services you may feel in need of in regard to financial matters.

In summary, my intended results are to give you the most comprehensive picture of where you are today, what is proposed for you tomorrow, what your best options are for your financial future, and how I can help you get there.

If you would like to apply for a “Save Your Money, Save Your Sanity™” Divorce Planning Session with Lisa, click here to request a session. If you qualify, Lisa will personally guide you to clarity about your current financial situation, help you understand how much you’ll need and/or will have to pay at the end of your divorce, and consider the right kind of divorce for you and your family.

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