Our divorce process is proven and successful
Divorce may be one of the most emotional and traumatic events in a person’ life, but it does not have to be an overwhelming or financially destructive experience. A financial divorce planning strategy session will help you understand your options and the financial realities of your situation. We will arm you with the knowledge needed to make smart decisions and avoid mistakes.
Relieve some of the panic, instill calm and take some of the emotion out of the financial matters.
Develop an understanding of the financial issues, the decisions that need to be made and the financial consequences of those decisions. Compile, organize, value and analyze the financial information.
A complete divorce analysis: compare and contrast various scenarios regarding division of assets and debts. Determine need for life and disability insurance.
Assist with investment decisions, re-titling assets transferred under a QDRO. Cash flow analysis/household budget; buy vs rent analysis and mortgage assets; assistance with post divorce re-titling of assets, change of beneficiaries, credit checks.
As a CDFA® my goal is to help clients achieve financial independence and sustainability before, during and after divorce. With extensive training and background in divorce finance, I give my clients a clear picture of their current finances so they can make better decisions and build a solid future.
Save Money by using a Certified Divorce Financial Analyst, Andrea McGrath of Bates Financial to Mediate your divorce
Our costs are by the hour or by the plan. By utilizing a Certified Divorce Financial Analyst you can take the guesswork out of the sustainability of your settlement, achieve financial independence and transition to a new lifestyle without paying more than you have to by utilizing a financial expert. Consider it an investment in your new life.