Any separation and divorce case requires a full financial disclosure by both parties. What may look like just filling out a form (From 13.1 or 13B), is really a financial master map of your past, present and future. I help couples and individuals to complete these financial documents as accurately as possible. I capture all the nuances that derive from the process into a financial summary of issues on property division and support.
In addition, being a seasoned financial advisor since 2000, I help my clients with major financial planning issues: cash flow, credit, education and retirement saving, tax minimization and estate planning strategies.
For reports and illustrations, I use specialty softwares and my signature binder.
My role in the process is strictly that of a financial neutral. I don’t take sides and I deliver unbiased, objective analysis on how to minimize financial loss and maximize, if possible, financial gain to both parties.
Divorce Financial Analyst, Fairsplit
CFP, RRC, CFDS
473 Cusick Circle,
Tel: (289) 878-7770