Divorce Financial Planning & Analysis
Strategic Planning for Divorce Settlements
Divorce is a critical financial transition that requires expert guidance. At Financial Reset Plus, we help individuals make data-driven financial decisions that protect their long-term security.
Our services include:
- Identifying and valuing marital vs. non-marital assets.
- Assessing real estate, investments, savings & retirement accounts.
- Evaluating joint and individual debt responsibilities.
- Structuring fair and tax-efficient financial settlements.
Whether you’re in the early stages of divorce or finalizing a settlement, we provide expert analysis to help you make confident, informed decisions.
Who Needs Divorce Financial Planning?
Key Divorce Financial Services
Fair & Equitable Asset Division
Protecting Your Wealth in Divorce
Dividing marital assets and debts is one of the most complex and financially significant aspects of a divorce. Without a strategic financial plan, individuals risk losing critical assets, assuming an unfair debt burden, or facing unexpected tax consequences that could jeopardize their long-term financial security. Understanding how to properly divide assets—real estate, investment accounts, business ownership, and retirement savings—is essential to ensuring a stable post-divorce future.
At Financial Reset Plus, we provide expert financial analysis to ensure that assets and debts are distributed fairly, strategically, and in a tax-efficient manner. Whether you are negotiating through mediation, litigation, or a collaborative divorce process, our Certified Divorce Financial Analyst (CDFA®) services provide clarity and confidence in decision-making. We help you identify and protect what’s rightfully yours, ensuring that you enter your next financial chapter from a position of strength.
How We Can Help:
- By identifying and valuing marital vs. non-marital assets
- Assessing real estate, investments & retirement accounts
- Structuring tax-efficient asset division plans to reduce financial loss and avoid penalties
- Developing a customized debt repayment strategy that aligns with your post-divorce financial goals
Lifestyle & Cash Flow Analysis
Creating a Sustainable Post-Divorce Financial Plan
Divorce significantly impacts income, expenses, and overall financial responsibilities. Many individuals struggle to maintain their lifestyle or transition into financial independence. Without proper planning, post-divorce finances can quickly become overwhelming.
At Financial Reset Plus, we conduct a detailed cash flow analysis to help you understand your current and future expenses, ensuring that your divorce settlement supports your long-term financial well-being. We also provide customized budgeting strategies to help you adjust to your new financial reality.
How We Help You Plan for Financial Independence:
- Evaluating current and post-divorce living expenses.
- Creating a realistic budget aligned with your new financial situation.
- Identifying financial risks & long-term stability strategies.
- Ensuring your settlement provides lasting financial security.
Business Valuation Assistance
Protecting Business Interests in Divorce Settlements
Divorce can have a significant financial impact on business owners, especially when determining how to divide business assets fairly. Many entrepreneurs face challenges in determining the actual value of their business, whether it should be divided, retained, or sold, and how to ensure equitable asset distribution. Without a clear business valuation strategy, you risk financial loss, tax consequences, and prolonged legal disputes.
At Financial Reset Plus, we specialize in business valuation for divorce settlements, ensuring that all financial aspects of business ownership are accurately assessed and fairly divided. Whether you are a sole proprietor, partner, or co-owner, our Certified Divorce Financial Analyst (CDFA®) services provide expert business valuation, financial documentation, and strategic settlement planning to protect your financial future.
How We Help with Business Valuation:
- Accurately assessing business value & financial impact.
- Providing documentation for divorce negotiations & court cases.
- Analyzing business liabilities, debts & ownership structures.
- Developing fair buyout & co-ownership strategies.
Divorce Mediation & Litigation
Expert Financial Support in Divorce Cases
Navigating the financial complexities of divorce settlements can be overwhelming, especially when dealing with mediation or litigation. Many individuals lack the financial clarity needed to make informed decisions, which can lead to unfair settlements, financial disputes, and long-term instability. Having a Certified Divorce Financial Analyst (CDFA®) on your team ensures that all financial aspects of the divorce—from asset division and debt allocation to tax implications and settlement structuring—are handled with expert precision.
At Financial Reset Plus, we provide expert financial documentation and strategic analysis to support both mediators and litigation attorneys, ensuring that financial settlements are fair, well-structured, and sustainable. Our insights help strengthen legal arguments, clarify financial concerns, and ensure a financially sound resolution for all parties involved.
How We Support Mediation & Litigation:
- Preparing detailed financial reports for attorneys & mediators
- Providing expert witness testimony in court proceedings
- Analyzing settlement proposals to ensure financial stability
- Collaborating with legal professionals for equitable outcomes
