Frequently Asked Questions

Daintree Divorce Consulting focuses on the financial implication of divorce and helps individuals and couples plan for their financial future. We have developed a passion for guiding people through what can be the most emotionally and financially difficult period in their lives. Daintree Divorce Consulting provides expert services, education and support in order to facilitate rational and informed decisions. Daintree has particular expertise working with the spouse who may not fully understand the financial assets or have experience in managing the family finances.

Our role is to work with you and your attorney in understanding how the financial decisions you make today will impact your financial future.

• We will help you build a complete financial picture to avoid surprises or unexpected consequences.
• We will suggest creative strategies and work together to help you reach a favorable financial outcome.
• You will understand the short-term and long-term impact of every financial decision you face.
• We will offer insight into the pros and cons of different settlement proposals so that you may choose the option most consistent with your goals.
• You will receive personalized reports to illustrate your financial status, cash flow, and net worth pre-divorce and post-divorce. Reports are updated throughout the process to keep you informed.
• We will produce powerful case exhibits for you and your attorney in the form of spreadsheets, graphs and tables that clearly convey the results of our analyses.
• We will provide an objective viewpoint during an emotional time to help you make difficult financial decisions.
• You will avoid the common financial mistakes made in divorce and choose the best settlement options for you and your family.

Most importantly, you will transition successfully into your new financial reality with a game plan for financial independence.

If you are considering or currently navigating a divorce, you probably have a lot of questions. A key question we hear is: “Am I going to be okay?” The reality is that everyone’s definition of okay is different and everyone’s idea of fair is different. During this emotional time, it is critical to build a competent and trustworthy team of advisers to help you determine what “okay” and “fair” mean to you and your family.

There are three parts to every divorce: the Legal, the Emotional, and the Financial. You need an attorney to provide legal advice. You may need a mental health professional to help you navigate your emotions. You need Daintree Divorce Consulting to provide financial perspective and advice. We become part of your divorce team working alongside your attorney and other advisors to provide guidance, education, support and analysis of financial issues. We help you make rational and informed financial decisions. Working collaboratively with each other, we offer the creative options and financial strategies necessary to ensure you obtain the most financially advantageous settlement possible.

We work with you to identify and collect the financial data pertinent to your divorce. Throughout the data gathering process, we identify key financial concerns related to your divorce to ensure no stone goes unturned. We have experience in identifying assets that may have been overlooked such as capital loss carry forwards, limited partnerships, unfunded pensions, etc.

Once all the data has been gathered, we help you and your attorney prepare schedules of Assets, Debts, Income and Expenses that must be exchanged with your spouse under penalty of perjury. We can work closely with your attorney to compile comprehensive document requests, interrogatories, and depositions. We save you time and money by focusing on your financial information, allowing your attorney to focus on the legal aspects of the case.

As Certified Divorce Financial Analyst® practitioners, we have earned credentials from the Institute for Divorce Financial Analysts by passing a series of examinations and completing on-going course work in divorce financial planning and analysis. We regularly participate in Family Law training along with attorneys. Many of our advisors also hold additional advanced credentials such as CERTIFIED FINANCIAL PLANNER™ practitioner (CFP® practitioner) and Certified Public Accountant/Personal Financial Specialist (CPA/PFS).

We understand the intricacies of divorce and have the expertise and experience to guide you through the process.

All individuals going through the divorce process will benefit from financial counseling and advice.

We work with clients from a variety of backgrounds, including but not limited to:

• Couples or individuals
• Families with one primary wage earner
• Dual income families
• Retired individuals and couples
• First or second marriages
• Families with and without children
• Individuals and families with significant or moderate assets and income
• Families or individuals with significant inheritance or potential inheritance

It is extremely important that you follow through on your divorce agreement once your divorce is finalized. We can help you implement your settlement agreement and successfully transition into your new financial life through our comprehensive post-divorce financial planning and investment advisory services. We continue to help our clients plan for their long-term financial independence during the post-divorce transition and beyond.