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.

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7 Things to Review Before Signing Final Divorce Papers

Divorce is a tumultuous time where couples race to the finish line.  Although the temptation is understandable, it is important to slow down and prevent as many post-decree disputes ahead of time.  The following tips will help save a tremendous amount of brain power and money that is better served during the healing and recovery phase:

1.  Details and Dates

 

There is no place more dangerous to make assumptions then divorce.  Playing nice doesn’t always pay off when someone else could be angry, vengeful or even destructive by disengaging from the process.  Be specific, include details and deadlines.  Listing assets and their respective values may not be enough to prevent someone from dragging their feet when fulfilling an agreement.  Include account numbers and division instructions including valuation dates.  Address how gains and losses associated with the assets will be handled at the time of division.  Make sure to include specific dates as to when certain events will occur after the divorce, such as when debts will be refinanced, homes will be listed on the market to sell, items will be returned, parties will move out, etc.

 

2.  Attorney Review

 

Statistics reveal a growing trend where couples are forgoing legal representation and either utilizing mediation or going through the process on their own (pro se).  The fear of escalating conflicts and incurring unsightly attorney’s fees is pushing many cases away from the traditional litigation method.  Although these thoughts can be terrifying for some, it is imperative to speak with an attorney and, at a minimum, have your agreements reviewed with an attorney who offers unbundled services (i.e., client determined limited scope engagements where fees are charged by the hour).  There is a reason attorney’s fees are expensive, it is worth it.  Finding the right attorney is crucial to your bottom line.