Divorce After a Long Marriage Means Trust but Verify
You don't really know a person till you are divorcing them
We expect their best and prepare for their worst. As amicable as it may be at first, sometimes attitudes change, particularly when money is involved. After many years of marriage, it can be difficult to speak up and advocate for oneself when that hasn't been the norm or when your spouse has managed the finances; especially when you want to keep things peaceful. With an impending divorce it becomes crucial to understand the makeup of your finances and the best mix of assets that will work for you. Family dynamics matter, as do your goals, priorities, as well as your time horizon. Understanding what the numbers mean to you and your future is crucial.
This is my specialty, as a Divorce Financial Planner in Cary
Thrive After Divorce
Whether you envision your next chapter to include caring for an aging parent, starting a business, or traveling the world, it is in your hands to do what you can to make that happen. Building a team of divorce professionals to get there.
Choose Your Best Self during Divorce
How you choose to handle your divorce will make a difference. Your actions, words, thoughts, will play in your mind for years to come, will you look back and feel proud of the grace and dignity with which you navigated your divorce? Jessica can help.
Navigating Divorce with You
Jessica assists clients and their legal counsel with the financial decisions of divorce in Cary and Charlotte areas of NC. Thorough, focused analysis simplifies some of the most stressful elements and allows for a faster and more efficient process for the parties involved.
Services may include:
• Preparation of the Affidavit of Financial Standing from source documents, • Preparation of the Equitable Distribution Affidavit from source documents, • Preparation of the marital asset spreadsheet from source documents, • Preparation of Document Requests, • Preparation of ability to pay calculations, and the monthly gap for spousal support needs • Preparation of cash flow projections • Identification of scenarios to consider for settlement • Valuing and dividing marital property, • Pension value estimates, • Calculation to sell or not sell the marital residence, • Calculation of income vs. expenditure calculations
Jessica can see you through this journey
Jessica M Garcia MBA CDFA CDC
When your finances are more complex you need a divorce financial professionals trained in the financial decisions of divorce. A 15 minute initial conversation with a divorce financial professional can be very informative It is a time for candid conversation to learn about your situation and how I can help.