Lifetime Planning

Patricia Barrett CFP CDFA

832-858-0099

  • About Us
    • Getting Started
    • Summary of Divorce Services
    • Frequently Asked Questions About Divorce Financial Planning
    • Testimonials
  • Cooperative Mediation
    • Cooperative Divorce Mediation
    • How Texas Mediation Works
    • Divorce Mediation Articles
  • Divorce Financial Planning
    • Our Approach to Divorce Financial Planning
    • Community Property
    • Separate Property
    • Long Term Planning
    • Financial Planning Articles / Case Studies
  • Collaborative Divorce
    • Collaborative Divorce
    • How Collaborative Divorce Works
    • How We Help
    • Collaborative Divorce Articles
  • Events
  • Blog
  • Contact Us
You are here: Home / Articles / Divorce Planning / Choosing Divorce Financial Planners

Choosing Divorce Financial Planners

May 17, 2017 By Patricia Barrett

Divorce financial planners are there to make sure that all of the details are taken into account and taken care of for the family during their time of need. While this is certainly a stressful time for everyone involved, the pecuniary aspects of the marriage can be handled with ease by consultants who have the expertise, know-how, experience and education which will allow them to be dedicated to resolving these issues.

Any time a marriage dissolves there are many things to be taken into consideration. There are assets that were once held jointly that now must either be liquidated and divided or otherwise divided between the parties. These assets could include the average items such as a home and vehicles or it could be more diverse than that. Divorce financial planners know that sometimes there are stock portfolios that need to be taken into consideration as well as trust funds and other types of monetary accounts. They will have the expertise to know exactly how to handle all of these matters so that everyone concerned is taken care of to the best of their ability.

There are also legal issues that divorce financial planners must attend to such as the various support payments which may include spousal support and/or child support. This could include private school tuition, transportation for the children, and sometimes spousal support so that the custodial parent can continue their standard of living while caring for and raising the minor children.

Because there are many different financial and retirement assets that need to be divided, it is always a good idea to include divorce financial planners while going through this process. This guarantees that no stone is left unturned. No one wants to begin a new life only to have old issues from a past marriage rear their ugly head and beg for resolution at a later date. By retaining the services of a divorce financial planner, this can be avoided. Forgetting to deal with joint credit cards that later results in a dispute over payment, is an example of the types of things that happen when couples aren’t sufficiently prepared.

Divorce financial planners can make sure that by the time the decree is issued and the end of the marriage is finalized the parties involved, including any minor children, can be set to move forward without any financial problems that might hinder their progress in the future.

This is a stressful time and it is important to be able to focus on the things that need the most immediate attention such as family and children. All of the other issues and matters that are complicated in nature as well as financial responsibilities should be left to a professional consultant to put into order. With all of these issues being dealt with by a professional who has the experience to do so, the family can begin the transitions that are necessary to settle into a new life. It’s always important to know when to ask for help, and even more important to find the right person to provide that assistance.

Filed Under: Articles, Divorce Planning

Contact Us

Call Patricia for a
Free Consultation
832-858-0099

From Our Blog

Best Alternative to Negotiated Agreement (BATNA)

BATNA In the book “Getting to Yes”, author Roger Fisher creates the acronym BATNA, standing for Best Alternative to Negotiated Agreement. This is your situation should the mediations fail and … [Read More...]

Lifetime Planning, LLC

Phone: 832-858-0099

  • Email
  • Facebook
  • LinkedIn

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.

Copyright © 2025 Patricia Barrett CFP CDFA · All Rights Reserved

· · ·

Log in