Why a Financial Planner for Divorce?

Every divorce requires some type of financial settlement. Divorce attorneys excel at the legal aspects of your case, but 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 for over a decade.

Why a Financial Planner for Divorce?

Every divorce requires some type of financial settlement. Divorce attorneys excel at the legal aspects of your case, but 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 for over a decade.

The best way to predict your future is to create it.
– ABRAHAM LINCOLN

HERE’S HOW BOB CAN HELP SOMEONE GOING THROUGH A DIVORCE

CarrollFinancial_E_Website_Elements-12
SAVE
TIME & MONEY
Time is literally money in a divorce when you are paying professionals by the hour. You can help control costs by being organized and using the right resources for the right task. Hiring the wrong resource to organize your financial picture is like having a plumber fix your car. They may be able to fix the car, but you might have more success with a trained mechanic.
CarrollFinancial_E_Website_Elements-13
DEFINE YOUR
FINANCIAL PICTURE
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.
CarrollFinancial_E_Website_Elements-14
SIMPLIFY
THE COMPLEX
Personal finances and the overall divorce process are overwhelming to most clients, Bob breaks it down step by step and helps bring order to some of the chaos you may be feeling.
CarrollFinancial_E_Website_Elements-15
MAKE INFORMED
DECISIONS
You will be presented with various options in the divorce process, Bob analyzes these choices and educates you on the financial impact so that you can make informed decisions with confidence.
CarrollFinancial_E_Website_Elements-16
MAXIMIZE
YOUR 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.

TO SCHEDULE A

complimentary, confidential

CONSULTATION

The opinions presented on this site are subject to change without notice in reaction to shifting market conditions. The information provided here is for general informational purposes only, and should not be considered a solicitation to effect transactions in securities, or 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.