Financial Planning through Divorce Class


This class equips individuals going through divorce with the financial information needed to transition through the process prepared. Participants will have a better understanding of how financial decisions made can affect their future down the road. Critical topics such tax withholding evaluations, possible quarterly income tax payments or how to avoid tax penalties from distributions among others will be discussed.

Rebuilding for a healthier and stronger tomorrow, starts today

  • Divorce Options and Process - divorce methods and procedures

  • Budgeting - why it's important and what items are typically left out

  • Spousal and Child Support - structure and tax implications

  • Asset Differences - understanding the real value of an asset

  • Cash Needs - importance of planning early to avoid tax penalties

  • Transfer of Assets - process of transferring assets and avoiding mistakes

  • Refinancing/Buying a Home - divorce requirements, planning before final decree

  • Tax Filings - understanding income tax changes, what to expect and how to prepare

  • Evaluating a Settlement - what financial items should not be left out

  • After it's Final - Is it done?  Don't forget these items

Individual Cost: $150.00

Professional Cost: $25

(Professionals include realtors, mediators, attorneys, counselors, etc.

who are currently not going through a divorce.)

Disclosures: A.M. Financial provides supporting financial information, evaluation and analysis to be utilized by the client and the client's selected attorney if directed, during the process of their divorce.  Services provided in regards to this agreement are solely fee-only and do not involve investment or security advice or insurance transactions.  All information is financial in nature and should not be construed or relied upon as legal or tax advice.  A.M. Financial IS NOT AN ATTORNEY AND DOES NOT PROVIDE LEGAL OR TAX ADVICE.  Individuals are encouraged to seek competent legal and tax advice from professionals who specialize in divorce and tax laws in their respective state.

Investment advisory services offered through WealthSource Partners, LLC ("WSP"), a registered investment adviser.  Amy Mahlen (CRD #4692263) is an Investment Adviser Representative of WSP.  Registration with the U.S. Securities and Exchange Commission does not imply any certain level of skill or training.The statements and opinions expressed by A.M. Financial are those of Amy Mahlen and do not represent the views and/or opinions of WealthSource Partners, LLC ("WealthSource") or any other associated or affiliated person of WealthSource. Furthermore, the statements and opinions expressed are for informational and educational purposes only and should not be construed as legal, tax, accounting or investment advice. All statements and opinions are current only as of the time made and are subject to change without notice.  A.M. Financial and WSP are independent and unaffiliated entities.

This website is a publication of A.M. Financial. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Content should not be viewed as personalized investment advice or as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. A professional adviser should be consulted before implementing any of the strategies presented.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.