Ute Scott-Smith, ChFC, CDFA
Guiding You through Divorce
to Financial Security
Divorce Advice - Our Process
- Meet. During our initial meeting, we discuss your immediate and long-term financial needs, concerns, and objectives.
- Discover. We provide an efficient process to gather and record your financial information. We identify your assets, debts, income, and expenses along with potential tax, insurance, retirement, and other financial issues.
- Analyze. We provide personalized schedules of all relevant information; prepare long-term cash flow, net worth, and alternative property division outlooks; and examine the after-tax effect and long-term consequences of all proposed divorce settlements.
- Review. We meet with you to evaluate reports and answer questions in language you can understand.
- Recommend. We provide information and divorce advice to help you make prudent, workable decisions.
- Report. We consult with you, your attorneys, and other advisors, as needed, and prepare reports that document your divorce settlement agreement.
- Follow-up. We monitor the transfer of assets to insure that your property division is consistent with your divorce settlement agreement.
- Education and Support. We provide education and support in developing personal financial skills and systems.
- Empowerment. We empower you to take control of your new life.
- Questions. We are always available to answer your questions.
Contact us today to start your divorce financial planning process.
Ute Scott-Smith
ChFC, CDFA