Once your divorce is final, you will be managing your financial welfare and investments. If we handled pre-divorce financial planning for you, it’s likely no one will be as familiar with your finances as we are to complete this critical task. In concert with our affiliate, Samalin Investment Counsel, we are uniquely qualified to professionally complete the settlement assumptions you worked so hard to achieve.
Post-divorce
Our services include:
- Explain the who, what, why, and how of your finances in a safe and private environment
- Assure financial lifestyle continuity and updates as your financial life unfolds
- Administer asset transfers into your accounts that you negotiated for in your settlement
- Assist with referrals and coordination of your new professional team, if necessary
- Review tax issues with your tax advisors
- Consolidate retirement accounts and confirm your retirement plan
- Develop strategies for college planning and other childrens’ needs
