Divorce Financial Consulting Services

Pamela specializes in the financial aspects that arise for individuals and couples going through a divorce. She has developed a passion for guiding her clients through what can be the most emotionally and financially devastating period in their life.Her services are offered on an fee-only basis.

As a Certified Divorce Financial Analyst™, Pamela functions as an unbiased (neutral) consultant or resource for both parties in a divorce or separation or in a financial advisory capacity to only one of the parties. She also functions as an outside expert or as a member of a team working with the attorney. Pamela helps determine the short-term and long-term financial impact of proposed divorce settlements, offers valuable insight into the pros and cons of different settlement proposals, and helps avoid common financial pitfalls of divorce.

Pamela’s goal is to empower, educate and engage people, especially women around their money/financial issues as they go through life transitions such as divorce, widowhood, and retirement.

 

Services for the Attorney:

As part of your divorce team providing the following:

  • Strategist/Litigation Support
  • Financial Expert
  • Data Collector/Budget Preparer
  • Client’s Expectation Manager
  • Non-Trial Evidence Presenter

 

Services for the Client:

Review Current Situation 

  • Compile, Organize, and Value Assets
  • Analyze Liabilities
  • Estimate Immediate Needs
  • Prepare Statements of Net Worth
  • Develop Realistic Budgets

Long Term Planning

  • Discuss and Prioritize Goals
  • Estimate Career Training Cost and Time Horizon
  • Estimate Future Earning Potentials
  • Estimate College and Educational Costs
  • Compare After-Tax Asset Sales
  • Project Retirement Needs
  • Analyze Insurance Needs

Divorce Settlement Analysis

  • Look at After-Tax Proposed Settlements
  • Estimate Maintenance Needs
  • Analyze Long Term Cash Flow and Net Worth
  • Compare and Contrast Settlement Proposals
  • Develop Alternate Settlement Proposals

Post-Divorce

  • Oversee Asset Transfers
  • Set Up Budgeting and Money Management Systems
  • Manage Investments
  • Monitor Results
  • Update Plans

 

Pamela Plick, CFP®, CDFA ™ is NOT AN ATTORNEY AND DOES NOT PROVIDE LEGAL ADVICE. All information she provides is financial in nature and should not be construed or relied upon as legal or tax advice. Individuals seeking legal or tax advice should solicit the counsel of competent legal or tax professionals knowledgeable about the divorce laws in their own geographical areas.

Divorce financial planning is a fee-only process that does not involve investment advice or securities or insurance transactions.