Divorcees—Kansas City Certified Financial Planner

1. Get Organized (3 Meetings)

Help you get started and ensure you have the right team of professionals
Provide hands-on assistance in gathering necessary financial information.
Create a detailed budget.
Identify all marital and non-marital assets and debts.
Partner with your attorney in preparing your financial affidavit.

2. Scenario Planning (2 Meetings)

Answer your most important questions about your financial outlook.
Review the long-term impact of various settlement options.
Help identify which options most align with your goals.
Partner with your attorney in preparing an equitable division of assets.

3. Post Divorce Planning (1 Meeting)

Create a detailed checklist to implement the divorce agreement and property settlement.
Provide opportunity to engage Prosperity Planning for assistance in implementing the agreement, along with ongoing financial planning, tax planning, and investment advice post-divorce. ($500,000 minimum investable assets required.)

FAQ's

How are fees paid?

Half of the fee is due to get started. The balance is due when “Getting Organized” step is completed. Details about our services and fees can be found in Form ADV 2A.

Can you help me find an attorney?

If you already have an attorney, we will partner with them to support you through the divorce process. If you’ve not yet hired an attorney, we can help you find one.

What is the best time to start Divorce Financial Planning?

It is important to start as early as possible. Even if you are not 100% sure you are getting divorced, our team will help you understand your current financial situation and possible scenarios for the future.

What do you mean by complexity of my finances?

Examples of complex finances include multiple investment properties, business interests, and other illiquid assets. In addition, divorcing couples may need research to value separate property held prior to the marriage.

RESOURCES

Divorce Budgeting Worksheet

Click here to Download

Divorcees

What is Divorce Financial Planning?

Divorce can bring a range of difficult emotions, which may leave you feeling alone and overwhelmed with financial uncertainty.

You may be asking where to start.

Prosperity Planning will help work through all those questions and more,

no matter where you are in the process.

Our Three-Step Process

1. Get Organized (3 Meetings)

2. Scenario Planning (2 Meetings)

3. Post Divorce Planning (1 Meeting)

Schedule a call today

Are we a good fit?

Our services are ideal for high net worth or complex divorce situations. You are a good fit if any of the following apply to you:

What it Costs:

We charge a base fee of $6,000 for divorce financial planning.

Additional fees may apply and are determined based on the nature of the services being provided and the complexity of each client's circumstances.

FAQ's

How are fees paid?

Can you help me find an attorney?

What is the best time to start Divorce Financial Planning?

What do you mean by complexity of my finances?

RESOURCES

Are you ready for the next step?

Recent Articles

Planning for Long-Term Care After Divorce

Life Insurance After Divorce

Recap of Our Call with Economist Marci Rossell on March 31st

Second Quarter Economic and Market Update

Taxes After Divorce: Common Tax Savings Strategies

Post Divorce Checklist: Steps to Take Once Your Divorce is Finalized

Divorcing With a Business or Private Investments: Key Financial Considerations

Divorce and Pension Plans – Valuation and Planning

Divorce and Estate Planning: Essential Updates Post-Divorce

How to Prepare for a Divorce: Organize Assets and Liabilities

Get Started

We offer a complimentary 30-minute discovery call to discuss your situation and how we may be able to help.