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Divorce Financial Planning

Divorce Financial Planning

Going through a divorce can be complicated, emotionally challenging and expensive. Our role is to help you understand how the financial decision you make today will impact your financial future. Our goal is to work with you, pre- and post-divorce, to make divorce less stressful and as financially beneficial as possible.

Pre-Divorce Financial Planning

Analyze and provide expertise related to the financial issues of divorce:

  • Identifying the short-term and long-term effects of dividing property
  • Integrating tax issues
  • Analyzing pension and retirement plan issues
  • Determining affordability of the matrimonial home / proposing alternatives
  • Evaluating life insurance and long-term care insurance needs

Our team includes a Certified Divorce Financial Analyst (CDFA)® who also specializes in:

  • Providing you and your attorney with analysis reflecting the financial effect of any given divorce settlement
  • Analyzing financial scenarios and projections for clients based upon financial goals, risk tolerance, expenses, lifestyle desires, etc. to make sure you do not outlive your money
  • Helping you identify future financial goals and set retirement objectives
  • Helping you develop a budget
  • College education planning for children

Post-Divorce Financial Planning

Helping you with everything that must be done post-divorce:

  • Updating titling of accounts, beneficiaries and estate planning documents
  • Understanding new tax requirements
  • Accessing need for asset protection and insurance
  • College education planning for children
  • Navigating health care

Post-Divorce Financial Planning, Portfolio Design and Investing:

  • Analyzing financial scenarios and projections based upon your new financial goals, risk tolerance, expenses, lifestyle desires, etc. to ensure you do not outlive your money
  • Creating a budget and managing income and expenses
  • Proactive and customized investing management according to your risk tolerance and financial goals

We’re Here for You

At The Prosperity Consulting Group, our team includes a Certified Divorce Financial Analyst® (CDFA®), Certified Financial Planners™ (CFP®), an Accredited Investment Fiduciary® (AIF®), and Certified Public Accountants (CPA). It’s our team’s mission to help you embrace life and prepare for a comfortable future. If you’re ready to talk, we’re here. You can send us a note below or call us at (410) 363-7211.

Are you ready to navigate your divorce? Send us a message.

    Building Relationships | Delivering Success®
    The Prosperity Consulting Group registered as a Registered Investment Advisor (RIA) in 2005. We have with a passion for providing clients with objective investment advice and wealth management solutions. Our purpose, coupled with our fiduciary commitment, is essential in helping clients achieve their financial goals. Our firm is dedicated to providing unparalleled financial planning and investment advice to individuals, families, businesses and institutions. We have identified key areas that are critical and integral to a client’s financial success. These planning areas encompass: Investment Planning & Management Retirement Planning Estate Planning Tax Planning Business Planning Insurance Planning Income Protection & Asset Preservation Education Planning 401(k) Planning
    10055 Red Run Boulevard, Suite 130
    Owings Mills
    Maryland
    21117
    United States