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Getting Started
Contact Patricia for a free consultation today.
Phone: 281-444-1449,
Email: pb@lifetimeplanning.cc
She can project various scenarios based on your financial input (including career assets and earning ability). Using her questionnaire, you will compile and organize assets and estimate living expenses.
After consulting with you to prioritize your goals, she will then complete a set of financial tables, along with explanatory narrative. With your guidance, she will calculate an equitable division of assets and illustrate how your future can be secure. Any proposed settlement from the spouse will be analyzed in a similar manner.
Divorce can be devastating, and emotional pain is something money will not cure. However, with expert financial assistance, you can avoid unnecessary financial pressures.
The marriage may have ended, but the rest of your life has just begun.
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Long-term Planning:
- Establish and prioritize goals
- Develop budget for future years (realistic)
- Estimate income required after divorce
- Review long-range cash flow and its effect on net worth (spreadsheets)
- Evaluate proposed settlement
- Create new settlement proposal
- Estimate college and educational costs if appropriate
- Compare after-tax asset values
- Analyze post-divorce insurance needs (medical, life, home) |
