Divorce and Separation
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Using a proactive approach to your financial and tax questions, I help you understand and develop a strategy do deal with this new stage in life.
By keeping current on new tax laws and legislation, I am in a position to identify key tax planning opportunities to minimize taxes while maximizing your return on your settlement. I work with you and your counsel to help keep what you deserve.. |
I work with individuals, lawyers and/or mediators to arrive at the most satisfactory financial outcomes considering various options available.
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Available Services:
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See Richard's Divorce Angels endorsement on the Divorce Angels Network where you can find "Resources for your Divorce" |
Financial Disclosure Prep
Ongoing consultation for the preparation of a checklist of all documents required, sorting and compiling statements, inputting into legal financial disclosure form, formatted statements for easy sharing with other divorce professionals and the creation of custom storage binder.
Lifestyle Analysis
Consultation for the creation of a summary of your historic spending pattern using expenses from bank and credit card statements
Settlement Forecasting Projections
Consultation for the creation of summary assumptions, financial scenario projections using variations and scenarios that you are interested in learning more about.
Ongoing consultation for the preparation of a checklist of all documents required, sorting and compiling statements, inputting into legal financial disclosure form, formatted statements for easy sharing with other divorce professionals and the creation of custom storage binder.
Lifestyle Analysis
Consultation for the creation of a summary of your historic spending pattern using expenses from bank and credit card statements
Settlement Forecasting Projections
Consultation for the creation of summary assumptions, financial scenario projections using variations and scenarios that you are interested in learning more about.
