​Service Plan

A comprehensive financial approach helps answer your questions by integrating all financial issues moving forward for both parties. Proposals are analyzed and client receives easy to understand graphs that project financial results for each party helping them with overwhelming choices they face.  The following are items that are integrated into the analysis:

  • Asset growth
  • After tax asset values
  • Income tax changes
  • Taxes due to transfer or property sold
  • Income growth and potential
  • Long-term budget
  • Cash flow and liquidity issues
  • Taxes due to asset distribution
  • Post-divorce division and transitioning

Cost

$2,500 retainer  |  $225/hour

If a full analysis is not required, the retainer can be adjusted per AMF’s discretion, and separate financial concerns that require additional detailed financial support can be provided.  Common separate issues include:

  • Mortgage lending requirements
  • Spousal support evaluation
  • Asset/debt division strategy
  • Tax review
  • Asset transfer assistance
  • Stock option analysis
  • Pension valuations
  • Post-divorce asset transfer facilitation
Links

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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. ervices 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.

Amy Melander (CRD #4692263) is an Investment Adviser Representative of OneDigital Investment Advisors, LLC (ODIA). ODIA and A.M. Financial are independent and unaffiliated entities. ODIA does not offer or provide divorce financial planning services and any statements and/or opinions expressed by A.M. Financial do not represent the views and/or opinions of ODIA.  

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.