Navigating the financial complexities of divorce can feel overwhelming, and ensuring your settlement agreement is fair and equitable is critical to your future financial stability. As a Certified Divorce Financial Analyst (CDFA), I provide a professional second opinion on your settlement agreement.
My goal is to help you understand the financial implications of the proposed terms, including how they align with your long-term goals. I analyze key aspects such as asset division, spousal support, child support, retirement accounts, tax implications, and any hidden risks. I also provide you with a key points summary and a customized checklist outlining the important steps and considerations. Additionally, I offer guidance on how to effectively receive your portion of the divided assets, helping to ensure a smooth transition.
Whether you are seeking reassurance before finalizing your agreement or need clarity on how it impacts your financial future, I offer an objective, thorough review to help ensure you are making informed decisions. Let me help you move forward with confidence.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Every investor’s situation is unique, and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
The foregoing information has been obtained from sources considered reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of Elana Milianta and not necessarily Raymond James.
