Welcome to A.M. Financial

Lighten Your Financial Load!

If you are contemplating divorce, or are currently in the divorce process, concerns and worries are likely surfacing. The team at A.M. Financial helps individuals work through their financial worries and plan for challenges they may encounter down the road. With your guidance, and direction from your attorney (if applicable), we discuss options and collectively create financial strategies and plans that address your most pressing worries and concerns.

Together, we help you move forward with confidence, providing a strong financial foundation for a healthier tomorrow!

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The path through divorce looks different for everyone. Whether you have chosen to walk the road alone, seek the assistance of a mediator or retain legal representation, our expert financial divorce services can support your unique divorce experience. No matter which method of divorce you’ve chosen, we can support your financial needs in tandem with other professionals.

Helping clients build a new financial picture that they can understand, and virtually feel and touch, dramatically decreases their stress, anxiety and uncertainty during this time. Because our clients are better informed on their financial situation, they can explore creative settlement options based on their short and long term goals.

Our services can help you:

Identify cash flow problems
Address income tax concerns
Understand if it is financially wise to keep the marital home
Identify mortgage interest deductions or loss carry forwards
Analyze and value retirement assets
Understand the current marital value of a pension
Prepare future cash flow needs to avoid taxes and potential penalties
Understand distributions from retirement accounts
Establish and integrate a comprehensive, workable budget into the agreement that sets up both parties for success

Testimonials

"Without your help we never would have been able to get to a seemingly amicable separation agreement. I believe we would have ended up in court, had we not had your help, mainly because neither of our lawyers was really much help in avoiding that situation. You were the only one who had a good grasp of what was fair to both of us. The time you spent with me was invaluable in trying to figure out what made the most sense, and what was at least fair or as fair as a divorce can be. I truly believe I would have lost the house and be on the hook for even more spousal maintenance than I currently am. Had you not been there to run the estimated numbers for taxes and other expenses, I would have ended up in a much more tenuous situation financially."

GREG C.

"Thank you for your help and assistance with our divorce. Your analysis and conversations were very helpful as we tried to navigate through the trials of divorce. A painful and most unpleasant experience. I appreciated the diligence you provided in the data and discussion you provided, while being kind and neutral to each of us."