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IWS Divorce Center

Dissolving a marriage is one of the most stressful and overwhelming life occurrences one can experience. The most common thing we hear after many divorces is “I wish I knew that.”  Our resources go beyond just financial planning, but we especially want to make sure you make smart financial decisions during this transition. Whether pre, during or post (the “now what”) we want to help you navigate the process with ease and make sure you come through with your head held high.

No one enters marriage expecting it to end up in divorce.  We understand how emotionally draining a divorce can be. It’s natural to experience a wide range of emotions – from worry to excitement to anger to contentment. We are here to offer support and be by your side to provide guidance in as many ways as we can to ease the transition. 

Whether you are contemplating a separation or divorce, or are in the midst of negotiating a settlement, divorce financial planning can be critical. 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 process can help you and your spouse come to a fair agreement faster.  For the spouse that was not involved in the finances, suddenly being responsible for their share of assets and investments can feel overwhelming.  Some planning will help you feel more confident about your future.  

Scott is in the process of completing the Certified Divorce Financial Analyst (CDFA)designation.  A CFDA® helps to bring financial clarity, creativity, and confidence into the conversation as you begin to work through your divorce negotiations.

Scott and his team will work with you and your attorneys or mediators. We’ll help you understand all of the financial implications of the choices made during this process. Once the divorce planning engagement is completed, a client may retain our services for their comprehensive financial planning /investment needs.

We assist with:  

  • Asset evaluation: Figuring out what is owned and what it’s worth 
  • Compiling a financial affidavit - including ensuring that there are no hidden assets, overstatements of expenses, that statements are current, and that valuations of pensions and other assets are correct
  • Dissolution of current assets and planning for the future: Making recommendations in areas such as Disposition of physical assets, alimony and support needs, Projections of future income levels and budgets, Debt settlement
  • Reviewed tax implicationsUnderstanding how cost basis and the division of taxable and nontaxable assets can be critical in dividing up assets between couples
  • Protected interests If a spouse is relying on spousal maintenance or child support, we ensure that there is sufficient protection, generally through life insurance

Divorce Initial Meeting Questionnaire 

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Divorce Documents Checklist

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Helpful links

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