WORKING WITH ROOTED PLANNING GROUP
GENERAL PLANNING
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.
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.