Divorce Financial Planning is a specialized financial practice dedicated exclusively to helping individuals navigate the complex monetary aspects of separation and divorce. Led by a Certified Financial Planner and Certified Divorce Financial Analyst, the firm stands out for its focused expertise in transforming financially stressful divorce proceedings into structured, equitable settlements.
The practice offers comprehensive support at any stage of the divorce process, working collaboratively with individuals, couples, and their attorneys to produce clear, data-driven financial solutions. Using detailed reports, graphs, and tailored analysis, the firm helps clients achieve fair and sustainable outcomes, with a strong emphasis on tax implications, asset division, and long-term financial stability.
Services Offered
- Divorce financial analysis and planning
- Personal versus marital property evaluation
- Valuing and dividing property
- Retirement and pension plan division
- Alimony and child support calculations
- Federal and state tax calculations
- Inheritance tax calculation
- Medicaid and Medicare planning
- Identifying and evaluating tax problems
- Auditing and financial review of all documents
- Variance analysis of income and expenses
- Income rebuilding models
- Review of income, expenses, and taxes
- Analysis of investment vehicles and insurance products
- Military benefits and retirement plans
- Airline employee benefits and retirement plans
- Asset and transaction tracing
- Non-qualified and ISO options analysis
- Non-qualified plans and deferred compensation plans
- QDRO preparation
- Long-term financial planning during divorce
- Expert witness testimony
- Collaborative divorce financial support
Based in Charlotte, NC, the firm serves clients throughout the region and is an associate member of the Certified Fraud Examiners and a participant in the Financial Round Table Group. The practice is equipped to handle cases involving military and airline employee benefits, offering specialized knowledge in these complex areas.
