We help you make the right choice
At Next Step Divorce Solutions, LLC, we work closely to cooperate with individuals and couples to assist them with resolving matters, making educated choices, and informed decisions. With our help, clients gain an understanding of where they stand and what their financial lives will look like after divorce.
Pre-Divorce
• Gather and organize all required financial information documents
• Assist in preparing the financial analysis, budgets, and Statement of Net Worth (Financial Disclosure)
• Highlighting the financial traps to abstain from during the mediation procedure
• Guide the client in choosing the right legal advisor or mediator based on their needs, preferences and spending plan
During Divorce
• Review and analyze all financial documents including tax returns, retirement plans, insurance policies to avoid any last-minute concerns
• Assign proper valuation to assets
– Including pension valuations
– Obtaining real property valuations
– including stock options and Restricted Stock Units (RSU’s)
• Lifestyle analysis to enhance the future well-being of the family
• Analyze past spending patterns and project future financial needs
• Define which assets are marital vs separate
– Asset tracing report if needed
• Prepare our clients for meetings with their lawyer or mediator
• Present property settlement solutions
– Examine the pros and cons of proposed settlement options
– Evaluate the impact of a settlement offer on the client’s financial future
– Determine tax ramifications after divorce
• Work alongside your attorney and assist in the negotiation process
• Financial projections of future cash flows by analyzing asset, liability, expense, and income
Post-Divorce
• Assess and update monthly spending plans
• Recommendations regarding insurance, realtors and investment advisors
• Guide on how to acquire medical, life, home, auto, and long-term care insurance
• Tips on how to improve credit rating after reviewing the credit score/report
• Support in the transfer of assets
Just Get In Touch
What can we help you with today?
Certified Divorce Financial Analyst® with over 15 years in the financial industry, provide expert financial analysis to better guide you through your asset division.