Carroll Financial

background.png
 
 
The best way to predict your future is to create it.
— Abraham Lincoln
 
Untitled-1.jpg
 

Why a Financial Planner for Divorce?

Every divorce requires some type of financial settlement.  Divorce attorneys excel at the legal aspects of your case.  When it comes to your personal financial questions and divorce financial planning issues, a different skill set is needed.  Carroll Financial focuses on the financial issues most important to you.

In addition to his credentials of Certified Public Accountant and Certified Financial Planner®, Bob Carroll is also a Certified Divorce Financial Analyst™. He has developed a specialty in helping clients with their finances at every stage of divorce since 2006. 


Here’s how Bob can help someone going through a divorce:

Saves you time and money

Coming to your attorney prepared with your financial picture created with the assistance of someone specifically trained in personal finance helps your attorney focus where their expertise lies - the law.  Given Bob’s fees are typically lower than the fees of most attorneys, this is an opportunity to save you money while best utilizing the expertise of each of your resources.

Simplifies the complex

Your finances and the overall divorce process is overwhelming to most clients, Bob breaks it down step by step and helps bring order to some of the chaos you may be feeling.

Fact gathering

Detailed financial information is a critical component of the divorce process.  It addresses the question “What are we dividing?”  Summarizing your financial picture can be difficult depending on your involvement with the family’s finances or the complexity of your situation.  Bob specializes in working with you to gather and organize the financial information you will need.

 

 

Informed decision making

You will be presented with various options in the divorce process, Bob analyzes these choices and educates clients on the financial impact so that they make informed decisions with confidence. 

 

Maximize best possible outcome

By working with Bob to develop a thorough financial picture, an outline of your goals and an understanding of your options, you begin to gain control and confidence in your post-divorce future.  Bob works with clients to make a successful transition to a new life by assisting with the myriad of financial topics you will face such as investment management, tax planning, budgeting, and planning for the future.

 

Bob does not provide legal advice, he works with your attorney of choice or he would be happy to recommend an attorney that best meets your situation.