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 Marital Breakdown
- Work closely with legal advisor in drafting agreement
- Analyze cash flow and net worth statements
- Evaluate pension, employee benefits & investments
- Understand & explain tax ramification of proposed settlement
- Assist in transition of assets when settlement complete
- Educate & assist in understanding new financial circumstances
- Coach and support through out marital transition
- Ensure spending patterns are appropriate given new circumstances
- Prepare long term projections for future financial security
- Develop and implement investment strategies
- Work closely with legal advisor to develop new estate plan
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