WORKING WITH ROOTED PLANNING GROUP

 GENERAL PLANNING


GENERAL RETIREMENT PLANNING


  ESTATE PLANNING


EMPLOYEE BENEFITS


ECONOMIC AND INVESTMENT


Divorce is stressful.  Even in the "best" divorces, there are a number of decisions that must be made.  

We work in conjunction with your legal counsel, and other applicable parties, to assist you in evaluating your financial settlement options, including but not limited to valuation of retirement benefits, non-qualified (after-tax) assets, physical property and income equalization and support alternatives.

The fee for this service can either be hourly or based on a fixed fee.  This schedule is determined at the beginning of the relationship and will range from $2,000 up to $10,000 depending on the complexity.

DIVORCE


MONEY SAVING CHECKLISTS


 TAXES

“Death, taxes and childbirth! There's never any convenient time for any of them.” 

― Margaret Mitchell, Gone with the Wind

Want to get organized? Download this organizer developed in connection with Fiscal Fitness Clubs.