The divorce process can be highly charged and complicated as you work through the various details of unraveling a family and its finances. Financial planning early in the legal process can help you and your spouse come to a fair agreement faster.
We understand how emotionally draining a divorce can be. We are here to offer support and guidance and to advocate for you in this process. Know that you can reach out to get the financial advice you need during this transition. Jill Boynton, CFP®, and Susan Veligor, CFP®, are Certified Divorce Financial Analysts. Jill and Susan work with clients individually or in collaboration with a clients' attorney to address and make recommendations in areas such as:
Our process starts with a no-cost initial meeting to discuss your situation and how we may help you through the divorce process. In preparation, we ask that you gather all of your divorce-related documents. It is also helpful to bring as much financial information as you have, including bank statements, insurance policies, investment and retirement accounts, etc. We will provide you with a comprehensive list when you schedule your meeting.
Because these are uncertain times, we want to make sure you understand the costs involved. We charge $225 per hour for this type of engagement, with no minimum. After everything is resolved, we can continue to work with you, as you get started on re-building your financial future.
*See https://institutedfa.com/find-a-cdfa for CDFA registrants within a 40 mile range of zip code 03801 or 04101.
In addition to mediated or litigated cases, Jill also works in the evolving field of collaborative divorce. Hear Jill speak about the collaborative process here:
Jill Boynton and Susan Veligor are not attorneys and do not provide legal advice. All information they provide is financial in nature and should not be construed or relied upon as legal or tax advice. Individuals seeking legal or tax advice should solicit the counsel of competent legal or tax professionals knowledgeable about the divorce laws in their own geographical areas. Divorce Financial Planning is a fee-only process that does not involve investment advice or securities or insurance transactions.