Defining Divorce Differently
Our process
Every divorce is different, but all are a "marathon and not a sprint." Even if you have a lawyer for your divorce, it's mission critical you educate yourself on your finances. You've heard the old saying, "marriage is about love and divorce is about money," well...that's NO LIE!
Your attorney represents several clients at once, while you, the client, have only one divorce. During your first complimentary consulting call with DIVEE, we help you put the fiscal pieces together. We often uncover forgotten assets and provide information regarding spousal support and future tax ramifications of various property settlement options.
Four words explain our process:
- IDENTIFY - we help you uncover all the assets you own and debts you owe.
- CHARACTERIZE - we help determine whether your property is marital or separate.
- VALUE - we help evaluate what your property is worth.
- DIVIDE - we help in the decision of who gets what.
When you understand how the financial facts fit into your case, you will save time and money, enter negotiations on a more equal footing and have control of your future.
If you feel like your soon-to-be-ex has all the financial knowledge, we will educate you on the financial items that matter most. We help bring some equality to the negotiating table. If you're already confident about your finances, we provide needed financial information on more complex areas like tax equalization, pensions and various forms of executive stock compensation.
Time to get started
We help you to get organized
- We help complete the required financial homework needed to complete your disclosures and file your divorce papers.
- We advise on which financial documents to ask for from the other side.
- We create financial models and easy-to-read spreadsheets to help you better understand everything you own and income streams that may be available for support.
- We hold you accountable to do a deep dive into your daily/monthly/annual spending habits. We help you honestly answer the question; how much does it cost to be you?
We answer your division questions
- We help you analyze the pros and cons of taking different assets.
- We help you decide whether or not you want these assets in their entirety or proportionately.
- We help you evaluate your liquidity needs and establish which assets may generate needed income more readily than others.
We tackle the complex issues
- We educate you on the the tax effects of being awarded different types of assets.
- We value and characterize executive compensation like RSU's, stock options, golden parachute plans, deferred profit interests and other employee and executive payroll benefits.
- We help you weigh the pros and cons of lump sum payouts vs. monthly support payments.
We support you Post-Divorce
- We take that "what it costs to be you" template and help you modify it so it makes sense with your income and assets AFTER divorce.
- We help you plan and prepare for financial freedom by creating retirement projections considering the income and assets awarded in the divorce process.
- We provide assistance in changing accounts to your name and changing beneficiaries of your accounts.
- We provide guidance in setting up new trust and estate plans.
- We provide trusted referrals to new financial planners, tax CPAs, and trust attorneys.
- We stick around to support your fresh start!