Your Collaborative Financial Advisor

Financial Advisor in Collaborative Divorce/Separation

Understanding your money and what it can do for you is and important step in moving forward in your family divorce and separation. 

The Financial Advisor acts in an impartial and neutral way by not representing one or other of you during the process but by acting for you together. This supports a safe non-judgmental environment in which the financial needs and interests, and the lifestyle considerations, of all the family members can be considered.

Your Financial Advisor can prepare models to show how financial options may play out over time based on defined assumptions.
 
In an atmosphere of openness and co-operation, needs are communicated and financial solutions explored. You remain the decision maker and you will be better placed to make good decisions based on a professional assessment of your family’s financial circumstances.

Your financial advisor can help you:

• Budget for the process and current daily living expenses such as mortgage payments, education costs and legal fees.
• Understand what cash flow or income you need now and what income and capital you may need for the future.
• Review your financial assets and their values.
• Identify options as to how to separate assets between you so as to ensure that the pool of assets is not eroded by tax and transaction costs.
• Avoid some of the long-term financial pitfalls that may follow from a settlement, including unwanted taxation consequences and unplanned retirement outgoings.
• Understand how household expenditure is linked to long-term financial goals.