FINANCIAL SERVICES

Leap! Divorce Solutions provides financial services for a fee to help you navigate the complexities of personal finance.

We offer a range of services tailored to suit your needs. Our goal is to take the stress and confusion out of your financial life, so you can focus on what really matters to you.

Secure your financial future by calling Leap! Divorce Solutions for your individual appointment with a Financial Specialist today.

 

What We Offer:

COMPREHENSIVE FINANCIAL PLANNING

A comprehensive financial plan serves as a road map for your financial future. To create your plan, we will start with a discussion about your financial needs and goals to get a clear picture of where you want to go.  Then, we will create your financial plan, which will help you understand your current financial picture, prioritize your goals, and provide action items to improve your finances. Our comprehensive financial plan will cover the following:

  • Your goals
  • Your net worth (your assets minus your debts)
  • Your current income and expenses (cash flow)
  • Costs and timelines for your goals
  • Financial steps needed to achieve your goals such as:
    • savings
    • mortgage and other debt
    • insurance
    • investments
    • retirement
    • taxes
    • estate planning

QUICK FINANCIAL PLANS

If you need a quick assessment of your financial situation, then a Quick Start Financial Plan may be what you are looking for. Our Quick Start Financial plans are ideal if you need:

  • A cash flow analysis
  • An investment review, analysis, and/or strategies
  • Retirement accumulation strategies
  • Retirement withdrawal strategies
  • Insurance needs analysis
  • Education planning
  • Tax reduction strategies
  • A check-up to determine progress in meeting financial goals
  • A second opinion on financial issues
  • To discuss the financial impact of major life changes
  • A financial plan review for do-it-yourselfers

TAX SERVICES

Life changing events often have tax implications. At Leap! Divorce Solutions, we offer personal income tax preparation services. Our Leap! Financial Specialist will prepare your income tax return to ensure you don’t make mistakes or omit tax claims.

If you are separated or going through a divorce, our specialists will meet with you and/or your lawyer or mediator to review your financial and tax situation.  It is crucial to understand your financial situation and have clarity on the tax implications of your separation and pending divorce.

DIVORCE FINANCIAL ANALYSIS

A divorce financial analysis conducted early in the separation and divorce process can save you time.

We can help you save money during the separation and divorce process so that you have a clearer view of your financial outlook for your future.

Leap! Divorce Solutions will provide you with scenarios to help you determine the short-term and long-term financial impact of a proposed separation and divorce settlement. This can avoid long-term financial pitfalls related to separation and divorce agreements and post-divorce financial struggles.

We will create your personalized reports and graphs illustrating the financial status, cash flow, and net worth.

Divorce Financial Analyst can help you to understand:

  • Personal vs. marital property
  • Valuing and dividing property
  • Retirement and pensions
  • Spousal and child support
  • Splitting the house
  • Tax problems and solutions
  • Which settlement to choose

The benefit for you will be a peace of mind that your settlement is financially feasible.

You will receive a professional objective viewpoint in an emotional situation.

Leap! Divorce Solutions will examine the financial issues of your separation and divorce, and provide you with powerful data for your case, and ultimately empower you with the confidence to move forward financially.

For more information on Certified Divorce Financial Analysts click HERE.

OTHER FINANCIAL SERVICES

  • Basic informal business valuations
  • Financial advice and coaching