Financial Advisor for Divorce
Archived Q&A and Reviews
- Financial planner for divorce?
- Financial planner specializing in divorce
- Marriage separation filing--referral for advisor
I'm trying to get organized around a likely divorce in my future - we have kids. We don't have significant assets (other than our house), but I'm thinking a talk with a financial planner would be helpful for me to understand how to plan for the short and longer term. I'm hoping we can go the mediation instead of legal battle route if I can talk my spouse into it, which might give more options to how we divide things, so it'd be nice to talk to someone familiar with both avenues. Ideally this person would be located in or near Berkeley and/or near Bart. Any suggestions most welcome! --Wanting to go into this with eyes open
I have a couple of folks to recommend for your process! My ex and I are divorcing (with kids) and trying to do it in a way that is fair and sane. It's still an unusual road, so there's less support for the collaborative model, but in the end our kids are happier and we can see that once we are through the process, we'll be friends again at some point.
The financial planner is Lisa Schneider and she specializes in finances around divorce. She has been present and lovely around crying fits/frustration, and she is very sharp as a financial advisor as a whole. She is in Walnut Creek/Lafayette, but it's worth the schlep.
If you find yourself looking for someone to act as a mediator and who knows the legalities of divorce, I would suggest Unmani Sarasvati. My ex and I have felt that she has created a good container for the process and handles all the push-back we can give. I don't agree with everything she comes up with and she handles that very gracefully, too. Av
Hello Eyes Open, sorry about your situation. I am an attorney and Berkeley and I know many wonderful financial planners, but for your specific need I recommend Jennifer Napper, a financial planner with MetLife. She supports many people post-divorce, so she's a good source for understanding the way from here to there. You can reach Jennifer at: jnapper [at] metlife.com, and read about her at www.jennifernapper.com. Good luck. Scott
Financial Planning for Divorce - I am a divorce mediator in Berkeley. I often send my clients to work with financial planners for the exact reasons you mentioned: to consider options and generate a plan. I can recommend Lisa Schneider, 415-287-7807, www.divorceplanningservices.com, Natalie Leininger, 510- 728-3578, www.llfinancial.com, or Susan Campbell, 415-439-8811, www.bvfinancialresources.com. The information you gather will help you be well prepared for the steps ahead of you to finalize your divorce. Best of luck! Camille
I am in the middle of a divorce. Well, hopefully soon at the end of all the hard stuff and close to signing a Marital Settlement Agreement. We have sold our house and once we finish up a few things, I will have my equity and will want to work with a financial planner to help me plan my future. I will be 57 years old in in a few months and have a freshman in high school. I want to be able to plan accordingly (I will be getting child/spousal support) to be able to survive on my own and eventually retire, God willing. Would really prefer someone in Contra Costa County, but I'm open to all recommendations. Thanks!
Russ Singer is a great financial planner in Walnut Creek. You can see his info here: http://www.russ- singer.com/ a dad in Berkeley
My husband and I are filing for legal separation asap. We are in agreement for the separation and have 2 children. Logistically, we see eye to eye but need help with processing mostly financial issues. We need to pay our current bills, and forecast our individual budgets for the future. We are on the low income scale and fixed income, however, we own a home and have assets. We have reviewed the separation papers and can file them independently, however, it is our best interest to hire a paralegal, financial advisor and/or mediator to help us determine overall financial situation in a practical manner (debts, assets, future projection, budgeting and fair $ amount for child support.) All refs and/or practical advice would be very much appreciated. Thanks.
I highly recommend Thompson Advisory Services. My wife and I have been working on our finances with Mr. Thompson for roughly a year now and have found him to be extremely helpful. He has helped us evaluate our budget, investments, insurance policies, taxes, wills, and long-term financial goals. He is also an attourney so I suspect that he'll be doubly useful to you, given your circumstance. He is extremely knowledgeable and is able to explain things in layman's terms so that we understand the implications of our financial decisions. I encourage you to call Mr. Thompson (415-954-7186) and visit his web site ( http://www.thompson-advisory.com ) Bill