Services
For women after divorce, WDF provides the following services:
Post-Divorce "Clean up"
- Provide a post-divorce financial checklist to ensure nothing is missed
- Discuss and prioritize goals
- Oversee and monitor asset transfers into your name
- Estimate tax impact of any asset sale as a result of your Settlement Agreement
- Establish or update your estate plan
- Re-establish personal credit
Plan & Implement Your New Financial Plan
- Implement new financial plan from this point forward
- Determine if you can maintain the home and the need for refinancing to do so
- Set up budgeting and money management systems
- Review appropriateness of your current investments
- Establish post secondary funding for your children
- Plan for tax liabilities or take advantage of potential tax savings
- Project retirement needs
- Analyze insurance needs
- Analyze estate planning needs
- Estimate career training costs and time horizon
- Estimate Future Earning Potential
- Put you in touch with other trusted members of our professional network: real estate agents, mortgage brokers, accountants, insurance agents, parenting experts
- Provide ongoing financial advisory service