Fee-Only Financial Planning / Advising in Kitchener Waterloo Cambridge - WD Development

Family Separation Planning

 

 

 

Separation and divorce mean many changes and often much uncertainty.  There are big financial changes that are also emotionally charged.

 

 

 

 

1. COLLECT AND ORGANIZE YOUR FINANCIAL DOCUMENTS

 

You can't negotiate an equitable settlement without all of the relevant information

 

2. EXPLAIN YOUR FINANCIAL DOCUMENTS

 

You need to understand what you own, what you owe, and the level of control that you have over your assets and debts 

 

3.  REVIEW DIVISION OF PROPERTY AND OTHER SETTLEMENT OPTIONS

 

You will have decisions to make related to how to divide property and how to make or receive payments.  It's important to understand the differences between them and how each option may affect you

 

 

 

 

 

I have completed collaborative training that meets guidelines as outlined by the Ontario Association of Collaborative Professionals.  This matters to you if your goal is to manage your separation in a respectful way that includes full disclosure, a discussion of how options affect each person and that encourages minimizing further anger, frustration and stress.