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Divorce Financial Planning

Sycamore’s Divorce Financial Planning services are designed to support you throughout your divorce.  We divide the divorce process into three stages as follows, and our services are offered in any and all of these phases as needed.  Sycamore works collaboratively with your other divorce professionals throughout all three phases.  Sycamore offers a free initial consultation during which we can discuss where you are in the divorce process and where we think you can most benefit from our services.  At that time, we will provide an estimate for the cost of our services.

Divorce Preparation
  • Prepare Net Worth statement
    • Compile, organize, & identify the value of assets
    • Analyze liabilities
  • Prepare schedule of expenses pre/post-divorce
  • Perform long-term cash flow analysis
  • Determine immediate financial needs
Divorce Negotiation

Divorce Settlement Preparation

  • Discuss & prioritize financial goals
  • Estimate future earnings potential
  • Anticipate future expenses & obligations
  • Project retirement needs
  • Determine insurance needs

Divorce Settlement Analysis & Negotiation

  • Evaluate financial implications of a proposed division of assets
  • Estimate maintenance needs & ability to pay
  • Analyze long term cash flow & net worth
  • Compare & evaluate financial aspects of settlement scenarios
  • Determine the financial trade-offs of maintenance & child support
  • Suggest alternative settlement proposals if necessary
  • Project long-term effects of financial settlement alternatives
  • Identify & prioritize financial aspects of settlement negotiation options
Divorce Recovery
  • Assist with the transfer / liquidation of assets
  • Discuss & prioritize financial goals
  • Establish new budget & post-divorce financial plan
  • List & review changes to make after settlement is final
  • Recommend allied professionals as needed
  • Monitor implementation & results of new financial plan

Practice Areas

  • Comprehensive Financial Planning
  • Investment Management
  • Divorce Financial Planning
  • Socially Responsible Investing
  • Long-term Care & CCRC Planning

Contact

Durham / Raleigh / Chapel Hill
Phone: (919) 213-1737
1005 Slater Road, Suite 320
Durham, NC 27703

 

Charlotte
Phone: (980) 272-7676
525 North Tryon St, Suite 1600
Charlotte, NC 28202

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