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Gloria J. Patterson, CFP®, CDFA™
611 Druid Road, Suite 709
Clearwater,
Florida
33756
Phone: 727-450-0678
Fax: 727-450-2302
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YOUR DIVORCE . . . . . . . . . .YOUR FUTURE©
What’s missing the most from divorce settlements is financial expertise.
THE ISSUES . . . . . .
- Alimony and Child Support
- Non-Marital vs. Marital Property
- Achieving A Financially Equitable Settlement
- Pension and Retirement Plan Benefits – Often The Most Valuable Marital Asset
- The Family Business
- Tax Implications of Dividing Marital Property
- Health Insurance Continuation – COBRA and HIPPA
- Marital Home – Who, if anyone, should keep the house?
- Value of a Homemaker
- ……and more
WHAT WE DO. . . . .
Pre-Divorce Financial Counseling
- Pre-divorce financial counseling available to both spouses, if desired.
- Pre-divorce and estimated post-divorce budget analysis
- Net worth schedule of assets and liabilities
- Income/debt analysis
- Demonstrate “what if” settlement scenarios.
- Refer to other professionals, i.e., attorneys, CPAs, mediators, etc.
Divorce Advocate – whether you are at the onset or in the throes of divorce.
- Historical lifestyle analysis
- Income/debt/tax analysis
- Determine values and tax impact of marital and non-marital assets
- Family business evaluation
- Post-divorce financial needs analysis
- Alimony and child support analysis
- Financial affidavit preparation
- Pension/retirement plan analysis and valuations
- Participate in mediations
- Settlement offer analysis
- Communicate and interface your attorney and other professionals
If The Case Goes To Court
- Preparation of supporting analysis and reports for litigation
- Expert witness testimony
Other Services
- Assist attorneys with research and drafting of Qualified Domestic Relations Orders (QDROs), Military Orders, CSRS/FERS Orders, FRS Orders, Church Orders.
- Post-divorce financial transition coaching
“We keep our clients on track from beginning to end so they don’t end up having a financial train wreck”©
AVOID THE FINANCIAL PITFALLS
For more information about our services or to schedule a confidential initial consultation call 727 450-0678.
As founder and president of Divorce Advisorssm, Inc., Gloria Patterson’s ability to add clarity and financial expertise to divorce cases is highly sought after. Gloria brings over 20 years of experience in the financial services industry. Her considerable experience and background as a Certified Financial Planner® combines forces with her skills as a Certified Divorce Financial Analyst™. As a result, Gloria repeatedly proves helpful to attorneys engaged in negotiations. The majority of Gloria’s clients achieve a financially successful settlement; however, if the case goes to court, she provides experienced expert witness services.
Divorce Advisorssm, Inc. does not render legal advice or provide investment advice/management services or traditional financial planning services that are not relevant to the divorce process. Securities, investments, and insurance products are not purchased or sold. Divorce Advisorssm Inc. is an independently owned business dedicated to the financial issues of those facing divorce.
CFP®, Certified Financial Planner™ and federally registered CFP™{with flame logo} are certified marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
Please email us or visit our website for additional information.
