Lifetime Planning

Patricia Barrett CFP CDFA

832-858-0099

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    • Getting Started
    • Summary of Divorce Services
    • Frequently Asked Questions About Divorce Financial Planning
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    • Cooperative Divorce Mediation
    • How Texas Mediation Works
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    • Our Approach to Divorce Financial Planning
    • Community Property
    • Separate Property
    • Long Term Planning
    • Financial Planning Articles / Case Studies
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You are here: Home / About Us / Summary of Divorce Support Services

Summary of Divorce Support Services

Patricia Barrett has worked on hundreds of divorce cases during her career and can provide expert financial assistance to divorcing individuals or couples in the following areas:

  • Determining the optimum equitable, tax-adjusted, and/or alimony-adjusted asset division;
  • Mediating or co-mediating with family law attorneys in working out an equitable divorce settlement;
  • Creating parenting plans and child-related budgets;
  • Analyzing the capital gain tax liability of asset division;
  • Establishing the value of a pension or other stream of payments;
  • Analyzing and valuing executive benefits such as stock options, restricted stock, or stock appreciation rights;
  • Determining community and/or separate property in real estate, company benefits, and other marital assets;
  • Line-by-line tracing of separate and community property financial accounts and debts to establish clearly the separate property value;
  • Calculating long-term cash flow for each spouse based on budgeting, available marital assets, and sources of income to help:
    • Determine if the homestead, or other assets, should be retained
    • Assure that children’s needs are met
    • Determine need for return to the work force or to establish retirement dates
    • Assist in establishing a post-divorce standard of living budget
    • Determine the need for or ability to pay contractual alimony
  • Working as a trained, neutral financial advisor in Collaborative Divorce cases;
  • Preparing exhibits presented to a judge during litigated cases.

Contact Us

Call Patricia for a
Free Consultation
832-858-0099

From Our Blog

Pension Lump Sum Versus Lifetime Annuity

You may find yourself with a decision to make after the dust has settled on your divorce. You’ve ended up with a pension from your ex-spouse. The Qualified Domestic Relations Order will instruct the … [Read More...]

Lifetime Planning, LLC

Phone: 832-858-0099

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Areas Served:

Cities

The Woodlands
Alvin
Baytown
Clear Lake
Conroe
Cypress
Dayton
Downtown Houston
Fairfax
Fort Bend
Friendswood
Galveston
Hockley
Houston Heights
Humble
Jersey Village
Katy
Kemah
Kingwood
La Marque
League City
Magnolia
Memorial
Midtown
Missouri City
Montrose
Pasadena
Pearland
River Oaks
Shenandoah
Sienna Plantation
South Houston
Spring Valley
Spring
Sugar Land
Texas City
Tomball
Victoria
West University
Also serving all Texas cities working by email, phone, and fax.

Counties:

Harris
Montgomery
Liberty
Chambers
Galveston
Brazoria
Fort Bend
Waller

Disclaimer

Information provided in this website is not meant to be construed as legal advice and does not necessarily predict decisions that will eventually be made by a court of law. It is strongly recommended that you consult competent legal advice if your divorce includes children or property issues.

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