Divorce Planning For Clients

Divorce is chaotic, stressful and overwhelming, and most of the time your life feels out of control. But surviving a divorce is not enough; you must also strive to create a peaceful environment with financial stability for yourself and your family. 

 

It is during this time you are asked to make incredibly important financial decisions that you may not be emotionally able to comprehend. As your Certified Divorce Financial  Analyst, I can help you move from just surviving to truly thriving!

What Kimberly Surber Divorce Planning can offer you

  • ​Assistance in completing your financial statements – listing income, expenses and all assets/property, which will be required by the courts.

 

  • Identify what insurance or work-related benefits you currently have, what you may be losing and how to get them on your own.

 

  • Develop a budget to live on before and after the divorce is final.

 

  • Provide an understanding of how child support and spousal support works.

 

  • Understanding your largest asset, the home, and what the mortgage and equity could mean to you in the divorce.

 

  • Provide guidance on retirement accounts.

 

  • Assisting in understanding the financial ramifications in your settlements.

 

  • Propose alternative settlement options.

 

  • Act as an expert witness with regards to financial issues in a divorce case if it goes to trial.

Understand The Impact of Your Settlement Options

Settlements negotiated as part of divorce proceedings can impact you and your family for years... even decades. Having experienced a divorce myself, I am in a unique position to help others through this process, understanding the financial uncertainty and how important every decision can be. Just because you have a career and a life does not mean you do not feel lost in the process.

By taking a holistic approach when working with my clients, I can help you create a new life for yourself. As your financial advocate during these difficult times, I can be the support you need to make tough decisions in the settlement process, in handling your debt, in asset division and in making sure you have what you need to stand strong for your family. 

With specialized software, I can show you what impact your financial decisions could have. Each graphic report generated will show how your settlement offers may affect you financially, both currently and in the future. 

Assistance will be provided in presenting alternative financial scenarios that will empower you and your attorney to achieve the best settlements possible. The knowledge and understanding you gain from these reports will encourage meaningful conversation between the divorcing parties, which facilitate settlements and help avoid court trials, dramatically reducing the cost of divorce.

You have the rest of your life in front of you. What do you want to do? Who do you want to be? What’s your life’s vision? With my help, you will develop the source of strength you need to form a vision for building and fulfilling a happy life. Let’s work together to create something meaningful!

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Gaining Financial Empowerment Now...

And For The Future

DISCLOSURE

Kimberly Surber is a Certified Financial Planner®  and a Certified Divorce Financial Analyst®; however such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Information presented is for informational purposes only, does not intend to make an offer or solicitation for the sale or purchase of any securities, and should not be considered investment advice.  Kimberly Surber has not taken into account the investment objectives, financial situation or particular needs of any individual investor. There is a risk of loss from an investment in securities, including the risk of loss of principal. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for a particular investor's financial situation or risk tolerance. Asset allocation and portfolio diversification cannot assure or guarantee better performance and cannot eliminate the risk of investment losses. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed here. Past performance is not indicative of future results. Investments involve risk, including loss of principal and unless otherwise stated, are not guaranteed. Information provided reflects Kimberly Surber's views as of certain time periods, such views are subject to change at any point without notice. For a copy of our Privacy Policy, see below.

Kimberly Surber provides informational articles not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. Kimberly Surber is not responsible for the consequences of any decisions or actions taken as a result of information provided in these articles and does not warrant or guarantee the accuracy or completeness of the information requested or displayed. External Links are not affiliated with Kimberly Surber.

The Women’s Choice Award Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The program is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors. Financial advisors do not pay a fee to be considered or placed on the final list of Women’s Choice Award® Financial Advisors, though they may have paid a basic program fee to cover the cost of a client survey through Advisor Impact. The inclusion of a financial advisor within the Women’s Choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified or its partners and affiliates and is no guarantee as to future investment success. Women’s Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S. As of February 2016, of the 783 considered for the Women’s Choice Award, 122 were named Women’s Choice Award Financial Advisors/Firms.

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