300 University Avenue
Serving as our clients’ financial partner requires not only a complete and detailed understanding of their values and priorities, but the expertise to tailor comprehensive, customized solutions.
Depending on one’s priorities, goals and needs, we can offer personalized advice and services, assisting in areas such as:
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Assistance for Divorcing Individuals:We work with clients going through the transition of divorce by educating them on financial matters and helping them determine the short and long term financial impact of proposed settlements.
Assistance for Divorcing Attorneys & Mediators:Having a Certified Divorce Financial Analyst® (CDFA®) on the team of outside experts allows you to outsource the financial details that consume your time. A CDFA® allows you to stay in control of your case, but delegate the aggravating and tedious financial details.
(See “Divorce Financial Analyst Services” tab for additional details)
Although all businesses have unique characteristics (i.e., legal structure, ownership, management philosophy, etc.), some of the common financial advisory needs that we can help with include:
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