Divorce Resources

Divorce and separation cause imbalance and uncertainty in your life. The financial ramifications of divorce can seem devastating as assets are broken apart and jointly held property is divided. Your lawyer can help you work out the details of your legal settlement. Meanwhile Melissa Attanasio, CFP®, CDFA®, MAFF® can help identify financial strategies in concert with your short and long-term objectives. Divorce Strategies Group will examine the financial issues of your divorce and provide you and your attorney with data for your case.

Divorce raises tough questions. We have the answers.

If you suddenly find yourself going down the road you never wanted to travel or if divorce was your idea, you should be aware of all the issues involved for reaching the best outcome. Each case is different and no two follow exactly the same path.

• Educate you on your finances to create a clear view of the path ahead
• Gather and assess financial assets and liabilities for your statement of net worth/financial affidavit
• Categorize and review historical spending patterns (Lifestyle analysis and/or marital standard of living)
• Determine and document separate and marital assets
• Locate hidden assets and trace funds moved between accounts
• Review financial statements and tax returns
• Project anticipated financial needs
• Review public and private sector retirement plans
• Review and evaluate employee benefits (including stock options and restricted options)
• Collect, analyze and review insurance policies (Term, Whole Life, Buy-Sell)
• Analyze and review executive compensation plans
• Project post-divorce household funding requirements
• Compare, contrast and tailor a settlement that fully addresses current and long-term financial needs

• Monitor and provide support to implement the terms of settlement agreements and divorce judgments
• Execute strategic financial plan
• Update financial plans as needed
• Prioritize personal financial goals and responsibilities
• Review the potential long-term financial effects of the settlement.
• Manage the financial settlement, answer questions, including how to prioritize your goals to meet your long-term needs.
• Deal with specific challenges such as loss of health, life, or disability insurance coverage
• Loss of retirement-plan benefits