When you go through a life-changing event like a divorce, the transition can be challenging, especially if done alone. I can assist by providing a magnifying lens on your financial options in an affordable, peaceful manner. With a focus on creating harmonious solutions that address the needs and concerns of everyone involved, my goal is to help you craft asset/debt division and support plans that are cooperative, sustainable, and set both parties up not just to survive, but to thrive.

The National Association of Divorce Professionals has a mission to make a positive impact on the divorce process through its community of high-achieving professionals. They unite to develop mutually beneficial relationships and have direct access to valuable information to better serve their clients.

As an NADP member, Chartered Financial Analyst (CFP®), and a CERTIFIED FINANCIAL PLANNER™ Russell can provide guidance through the entire process, or focus solely on the financial aspects of your divorce.  He can help clients and their attorneys analyze various financial matters and offer advice on projected settlements. His objective is to help clients complete the process as efficiently as possible while ensuring the details critical to their financial well-being are addressed.

Don't know where to start?

How Russell Helps:

Review
the Current Situation

  • Compile, Organize, and Value Assets

  • Analyze Liabilities

  • Estimate Immediate Needs

  • Prepare Statements of Net Worth

  • Develop Realistic Budgets

Long-Term Planning

  • Discuss/Prioritize Goals

  • Estimate College and Educational Costs

  • Compare After-Tax Asset Sales

  • Project Retirement Needs

  • Analyze Insurance Needs

Divorce Settlement Analysis

  • Estimate/Calculate Maintenance Needs

  • Legal Document Preparation Support

  • Analyze Long-Term Cash Flow and Net Worth

  • Review/Create After-Tax Proposed Settlements

  • Compare/Contrast Settlement Proposals

  • Develop Alternate Settlement Proposals

Post-Divorce

  • Oversee Asset Transfers

  • Set Up Budgeting and Money Management Systems

  • Manage Investments

  • Monitor Results

  • Create/Update Financial Plans