DIVORCE FINANCE

Divorce is a transition.

Informed choices are better choices. As a Chartered Financial Divorce Specialist, Lisa has the expertise to provide a professional financial analysis for your future lifestyle considerations. She does not offer legal opinions or advice, but can provide valuable insight into financial matters related to divorce,such as pension plans, investments, property, insurance and budget management. 

A Chartered Financial Divorce Specialist:

  • has the expertise to provide a professional financial analysis for future lifestyle considerations.

  • is skilled in illustrating options for different financial situations with projections from a minimum of 15 years through to retirement and beyond

  • can be retained directly by one or both clients and/or one or both lawyers or mediator.

  • does not offer legal opinions or advice, but can provide valuable insight into financial matters related to divorce, such as pension plans, investments, property, insurance and budget management.

Disclaimer: Divorce in Canada is a legal matter with legal consequences. When hiring Lisa, you agree that no legal advice will be requested or given by her. Clients are advised to obtain independent legal advice.

ANSWERING YOUR QUESTIONS

Focused financial expertise, not offered by the legal profession, is now available to empower you to make informed, objective decisions in the context of your legal process.


You want to know:

  • “Can I afford to keep the house?

  • “Will I have enough to live on after paying/receiving Spousal and Child Support?”

  • “I don’t want to pay/receive monthly spousal support. What lump sum is the equivalent payment, net of taxes?”

  • “What are the long term consequences of offering/accepting Settlement Offer A, compared to B?”

  • “How will I be affected by taxes under various settlement proposals?”


As a Financial Divorce Planner, Lisa can answer these questions and provide objective information for you and your spouse.

OUR SERVICES

Using specialized software, we provide personalized spreadsheets and graphs that show financial consequences to one or both spouses:

  • A detailed analysis of assets, liabilities, and income streams

  • Long-range projections of future income and expenses

  • An analysis of the needs/abilities of the supported spouse and the paying abilities of the higher earning spouse

  • A review of your settlement options and the long-term implications of each

  • Tax implications of various scenarios for spousal and child support, and marital property division


Lisa will provide a full, complete explanation of the reports, so you can make the best decisions for your settlement.

1178 W Pender St
Vancouver, V6E 2R9 Canada

planningbylisa@gmail.com

READY FOR ADVICE?

Let me know what services you require. I'd love to help create financial solutions tailored to your needs.