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Divorce Financial Advisory

Divorce Financial Advisory services are customized to your needs and the needs of your case, with the goal of helping you gain a clear understanding of your finances and the implications of division. We provide Litigation Support, Expert Witness services, Mediation Support, and serve a Financial Neutral in Collaborative Divorce. Services include, but are not limited to:


•Collection and organization of key documents, statements, and cash flow information

•Lifestyle Analysis

•Projected Needs Analysis (budgeting, short and long-term cash flow needs)

•Net Worth Statement and Financial Declaration/Affidavit Preparation

•Review and Analysis of corporate benefits, deferred compensation and pension plans, and stock options

•Pension Valuations

•Insurance and Tax Implications of Division



•Develop a post-divorce financial plan, keeping in mind that the post-divorce period often involves lots of “moving parts” as financial assets and liabilities are separated, a process that can take quite a bit of time

•Assist with documentation and processes necessary to divide assets and liabilities, establish new financial operating procedures

•QDRO preparation and review

Please call (843) 686-2425 to schedule an introductory conversation to discuss how we can best assist you or contact us via email.

QDRO Preparation & Review

Please visit for more information on Qualified Domestic Relations Order preparation and review services.

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