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Divorce
Topics we cover:
- Child Support & Expenses
- Alimony Calculations
- Income & Expenses Evaluation
- Assets & Liabilities Evaluation
- Pension Calculation
- Asset Division
- Marital Property Division
$1,000 - Foundational Review
$2,500 - Full Evaluation
$250 - Additional 1-Hour Session
loss of spouse or loved one
Topics we cover:
Protection
- Life, Health, Long Term Care
Cash Flow
- Income & Expenses Evaluation
- Assets & Liabilities Evaluation
- Pension Review
Asset Evaluation
- Consolidation
- Required Minimum Distributions
- Tax Implications of Distributions
Estate Evaluation
- Beneficiaries
- Legal Documents
Tax Evaluation
- Tax Loss Harvesting
- Tax Strategies
$1,000 - Foundational Review
$2,500 - Full Evaluation
$250 - Additional 1-Hour Session
career transition
Topics we cover:
Protection
- Life, Health, Long Term Care
Cash Flow
- Income & Expenses Evaluation
- Assets & Liabilities Evaluation
- Pension Review
Asset Evaluation
- 401(k) Options
- RSUs
- Stock Options
- Defined Benefit Plans
Estate Evaluation
- Beneficiaries
- Legal Documents
Tax Evaluation
- Tax Loss Harvesting
- Tax Strategies
$1,000 - Foundational Review
$2,500 - Full Evaluation
$250 - Additional 1-Hour Session