Divorce Financial Analysis

Divorce Isn't Easy But It Can Be Financially Fair

One of the biggest areas of concern in divorce is the impact it will have on an individual's financial future. Mr. Murray and Mr. Quigley are among the few Certified Divorce Financial Analysts™ practicing in the Mid Atlantic Region. We have a combined 21 years experience in the financial services industry, including extensive knowledge in the complex financial issues affecting clients in the midst of a divorce .

According to the American Bar Association and the American Academy of Matrimonial Lawyers, the participation of a Certified Divorce Financial Analyst™ during the divorce process can greatly enhance the strength of your case. While we wade through the financial paperwork, the attorney's time can be better spent focusing on the legal issues, drafting petitions and preparing arguments for trial.

Our Divorce Financial Analysis Services Include**:

• Comparing and contrasting various settlement proposals offered by opposing counsel and evaluate the long-term impact of each settlement proposal on future financial well-being.
• Providing powerful exhibits and visual aids including easy-to-read graphs and charts, which attorneys can use for both negotiation with opposing counsel and during Master's hearings and trial. 
• Documenting the cost basis of marital assets and analyze the tax consequences of selling each asset, including complicated stock options.*
• Reviewing and analyzing different retirement and pension plans and advise as to terms and features.   
• Compilation and Organization of Financial Data
• Performance of a Lifestyle Analysis & Future Spending Plan
• Preparation of a Net Worth Statement
• Analysis of Marital Assets & Cost Basis
• Analysis of Retirement & Pension Plans
• Analysis of Complex Financial Issues and Potential Tax Implications
• Financial Research and Creative Settlement Strategies
• Analysis of Long-Term Implications of Property Settlement Proposals
• Assist in Case Preparation by providing Powerful Case Exhibits

Once the divorce is finalized, our team is available to continue to serve as personal financial advisors. We can open new accounts and arrange for the transfer of assets after equitable distribution and through a Qualified Domestic Relations Order. We can complete a comprehensive investment plan which is designed to help envision a newly independent financial future. We can manage investment portfolios and offer guidance to make more informed choices on the road to achieve full financial independence.

Services We Provide For Attorneys**

Our team will work directly with divorce attorneys as collaborative members of their team. We are available to lend support with the financial analysis aspects of case preparation, and to help individuals going through divorce understand the long-term impact of any settlement. For example, we can help organize financial documentation and prepare a Net Worth Statement complete with exhibits. We can also perform a Lifestyle Analysis and help create a spending plan so that attorneys and divorcing individuals will understand how divorce will impact an independent financial future after the divorce is finalized.

 *Wells Fargo Advisors does not render legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that may have tax consequences.

**No fee is charged for divorce financial analysis or Mr. Murray and Mr. Quigley's time in meeting and preparing data and reports for your divorce. Divorcing individuals who become clients of the Rose, Quigley & Murray Group of Wells Fargo Advisors will arrive at an investment management fee structure that suits them and their investment approach.