Services
Comprehensive financial analysis
- With advanced training in all financial aspects of divorce - including pension valuations, complex assets, marital vs. separate property, and tax optimization of settlements, we can help create tailored solutions that makes sense for both parties. Get divorce financial planning expertise when you need it most.
Cash Flow Analysis
Division of Marital and Individual Assets
Present Value and Future Growth Value of Retirement Assets
Pension Valuation
Social Security Claiming
Medicare Benefits and Who Qualifies
Life and Disability Insurance Evaluation
Lifestyle Analysis
Taxable Events and Implications
Divorce Financial Planning
Piedmont Divorce Planning provides individuals and their attorneys, couples, and mediators with financial expertise during a divorce. With advanced training in all financial aspects of divorce, we can prepare a comprehensive financial analysis that will illustrate the short- and long-term financial impact of divorce to use as a guide when creating a settlement.
Litigation Support
Let us partner with you to ensure you make smart decisions on what you should be negotiating for. Are you sure it’s going to be enough?
You might have investments, retirement accounts, pensions, businesses, expenses, rental properties, etc.
Would you like to understand how a settlement would impact your future? You have come to the right place.
We can partner with your attorney to help you navigate the financial waters of divorce so you can have peace of mind, and confidence moving forward.
QDRO
We offer a flat-fee pension valuation and QDRO drafting service, and we would be happy to answer any questions you may have regarding plan terms, election options or survivor benefits. Our qualified and experienced staff is here to help.
Pension Valuation – Delivering accurate pension valuations that considers what portion is a marital vs. individual asset and then calculates the present value in order to ensure a fair and informed division of retirement accounts.
Lifestyle and Retirement Analysis – We will provide you with a lifestyle analysis with the information you provide to help determine what you will need to support your financial future. An understanding of all the retirement sources available will be factored in for the long-term: Social Security, Medicare, Pensions, 401k/403b/457s, etc.
