Know What to Expect

Bob works with clients at every stage of divorce, but it is ideal to meet with him as early in the process as possible.

Every divorce is unique and will involve different steps depending on your financial situation,

HERE IS A GENERAL OVERVIEW, SO YOU KNOW WHAT TO EXPECT.

Every divorce is unique and will involve different steps depending on your financial situation,

HERE IS A GENERAL OVERVIEW, SO YOU KNOW WHAT TO EXPECT.

INITIAL CONTACT

Reach out to Bob for a complimentary, confidential consultation to share your situation and general financial status – no preparation is required.

Bob will identify areas where he can help and suggest other resources that may be beneficial eg. attorney, family counseling, real estate agent. He can also educate clients on the different divorce options available to end a marriage. The approach you select and the resources you use will have a big impact on your experience.

You can either meet with Bob individually or as a couple, whatever works best for your situation.

DEFINE SERVICE

Based on the initial meeting and mutually agreed upon areas of focus, Bob provides clients with a contract and can answer questions on potential costs. If at any time Bob’s service is no longer needed, the contract can be ended.

FACT GATHERING

Every attorney will require a status of your finances to understand what income, assets and debts are being divided. Organizing your financial picture is critical to your success and will help save you money in the process.

Carroll Financial specializes in working with you to gather the financial information necessary to make informed decisions with confidence.

Whether your finances are very straightforward or more complex with a private business, specialized executive compensation package or major tax implication, Bob can help guide you through what needs to happen, no financial expertise is required.

SET YOUR GOALS

What is most important to you? Is maintaining the family home critical or are you looking for new housing? What about the needs of your children? Are you worried about having enough financial resources to live the life you want to live?

Bob draws on his experience to help clients define their needs and goals. These goals serve as the “focus point” when looking at potential settlement options and planning for your future.

EVALUATE YOUR OPTIONS

In most cases, ending a marriage requires a negotiated settlement and to get there, both parties will be asked to consider different options. This is where Bob can really help to analyze the various options and educate you on the different financial impacts so that you make informed decisions with confidence.

PUT VISION INTO REALITY

Using your goals and historical standard of living, Bob will build a budget for the life you seek going forward.

One of the most common questions Bob hears is ‘Am I going to be ok?’ Developing a customized plan helps to reassure clients.

POST DIVORCE TRANSITION

One of the benefits of working with Bob is that he is available to counsel clients after their divorce, this continuity is helpful to seamlessly transition clients into their new life and financial plan. Bob advises clients on managing their investments, taxes, insurance etc. to ensure they continue to meet their desired lifestyle goals.

TO SCHEDULE A

complimentary, confidential

CONSULTATION

Carroll Financial is a service of Carnegie Investment Counsel. Carnegie Investment Counsel is a registered investment adviser with the Securities and Exchange Commission (SEC). The information provided here is for general informational purposes only, and should not be considered personalized investment advice. Each investor needs to review an investment strategy and their asset allocation for his or her own particular situation before making any investment decisions.