Divorce will include what is most likely the largest financial decision of your entire life. Even the financially savvy will benefit from professional advice. Make more informed decisions and feel more confident about your financial future. Tell me your greatest fears and concerns. Together, we can develop a plan, set some goals, identify action steps and implement a strategy to overcome them.
The future will happen whether you plan for it or not. The time to begin was yesterday. Legal matters usually involve money and financial issues. Having someone to call on for support, or to advise clients, makes you a stronger resource for them. CLE and CME is available for financial topics of interest critical to your practice and your clients.
The future will happen whether you plan for it or not. The time to begin was yesterday. Legal matters usually involve money and financial issues. Having someone to call on for support, or to advise clients, makes you a stronger resource for them. CLE and CME is available for financial topics of interest critical to your practice and your clients.
Services
Marriage - the challenges of blending households, families, finances, and legal responsibilities. Divorce - division of property and assets, tax issues that emerge in the process, financial needs of the parties going forward, the ability to foresee future needs. Post-Divorce - transfer of assets, financial realignments, new legal and financial plans, clients learning new responsibilities.
Clients going through a divorce usually know what they are feeling: emotional pain and financial fear. They do not feel anything legal. Although we all know that divorce is a legal process, the best way to connect with your clients is to meet them where they are at. As a divorce financial planner, I can be your best professional ally.
Clients can anticipate the most beneficial outcomes for themselves when their estate attorney and financial planner are working together on their behalf. The planner will regularly review the assets of their estate and advise on financial strategies, while the attorney will address the disposition of the assets after their passing.
Master the art of financial insight, for those simpler cases with guidance from a long-time user of Family Law Software, the premier tool for managing the financial issues of divorce cases. Rosemary Frank can explain financial concepts, and how to appropriately apply them, to both you and your staff.
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