If you are going through a divorce, you are being asked to make important decisions which will affect the rest of your life. The emotional stress is overwhelming, but what about the financial uncertainty?
- We can help.
Quick Start Package
Do you need help organizing your financial data to prepare for a meeting with your divorce attorney or mediator? My quick start package may be all you need.
We offer a flat fee for limited engagements so you can get the information you need, take action and move on. We’ll gather your financial details electronically or in person, then add your data to our software to create reports suitable to share with your attorney or in mediation. We’ll email the reports and schedule a time to review in person or by phone.
My “quick start” package provides:
- Two meetings to gather information and discuss results
- Asset & Income verification (using statements, tax return and pay stubs)
- Executive Summary of Key Issues, Observations and Red Flags (if any)
- Reports: Property Report, Budget Report
- Availability for questions by phone & email for 60 days
Flat fee based on complexity of your case will be determined at consultation meeting.
Schedule a Free Consultation to get started
Settlement Proposal Review
Are you close to settlement but need a reality check? Are you considering a proposal (or has your spouse made one) but you want an outside opinion?
Using the data and assumptions provided, we will deliver a detailed comparison of 2-3 divorce settlement scenarios, including:
- Side by side comparison of key financial implications (cash flow, taxes and net worth)
- Before & after-tax division of assets, net after-tax cash flow, net worth projection
- Executive Summary of Key Issues, Observations and Red Flags (if any)
- Appendix of detailed backup reports
Flat fee based on complexity of your case will be determined at consultation meeting.
Schedule a Free Consultation to get started
Divorce Process Support
Are you utilizing a team approach through the collaborative divorce process or mediation? Is there a higher level of complexity in your financial picture? I will work with you (and your attorney or mediator as needed) for the duration of your case to organize your financial data, analyze the long term implications of multiple settlement options and produce the financial reports needed for your case. I can work with couples as a financial neutral or as a consultant for one party.
Services are customized for your individual situation and may include:
- Financial data organization and verification, including cost basis information
- Budget development and cash flow analysis, including current, transitional, and future scenarios
- Support calculations, including child support, spousal support and add ons
- Real estate sale projections, including costs and tax consequences
- Executive compensation plan analysis, including stock options, restricted stock and deferred compensation
- Pension plan valuation and review of retirement plan division options.
- Tax consequences of divorce settlement scenarios, including division of assets and support
Billing is hourly with required initial retainer.
Schedule a Free Consultation to get started
Attorneys
I prepare financial net worth statements and settlement scenarios, so you can focus on the legal issues of the case. Please contact me to discuss further.
Certified Divorce Financial Analyst in New York. Sara Stanich is NOT an attorney or CPA and we do not provide legal or tax advice. Changes in tax laws may occur at any time and could have substantial impact upon each person’s situation. You should discuss tax or legal matters with the appropriate professional.