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O'Brien Capital Management - Financial Planning and Investment Management - Comprehensive Plan

Planning for divorce can be one of the most critical moments in a person’s life. After dealing with all the emotional issues surrounding divorce the next step is to make sure you have your finances in order.

As a Certified Financial Planner™ specializing in divorce matters, I can help you sort through the unique financial circumstances that comes with a divorce.

I can help you sort through your finances and help you make clear and concise decisions to support and complement the legal process, but cannot replace the necessity for legal advice.

My training and practice as a Certified Financial Planner™, ongoing training in specific areas of divorce financial analysis, mastery of specialized planning tools, understanding of local divorce laws, and training in areas such as mediation and collaborative divorce techniques qualify me to add a layer of financial expertise to help clients better understand the financial ramifications of a settlement. I have personally experienced the mediation process and have trained in collaborative law which I feel is the wave of the future in divorce settlements.

Here is the process I follow.

Pre Divorce. We gather data, including information regarding assets, liabilities, and historical budgets. We educate you in the matters relating to tax implications of splitting various assets, investments, pension plans, and insurance.

During Divorce. We estimate cash flow of various spousal and child support recommendations including tax ramifications, creating long-term projections of the estimated outcomes of various support levels and asset divisions. Clarification of the financial issues involved in deciding how to divide assets (for example, house equity versus retirement money or accounts). 

Post Divorce. Assistance in making decisions about and processing the various paper work involved in transferring assets. If desired, assistance in investments through our advisory services offered here at OCM.

   

 

 

 




“ Those who fail to plan, are planning to fail”
— Benjamin Franklin

This site may include these subjects: Divorce Planning, Pre Divorce Planning, During Divorce Planning, Post Divorce Planning, Divorce Financial Analysis, Assets, Liabilities, Historical Budgets, Tax Ramifications, Long-Term Projections, Estimated Outcomes, Certified Financial Planner, Personal Finance




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