Divorce Consulting
Divorce is financially and emotionally complex. Peak Asset Management can help you navigate the process with clarity.
Navigating a divorce is one of the most financially complex and emotionally taxing experiences a person can face. Decisions made under pressure, without full information or strategy, can have lasting consequences. Peak Asset Management can help you slow down, find clarity, and move forward with confidence.
As your financial consultant throughout this process, we work alongside your attorney and CPA to provide a comprehensive picture of your financial life and what a fair settlement might look like. Our team analyzes the critical financial decisions associated with dividing up assets, and the short- and long-term implications of various outcomes.
We evaluate all facets of your financial situation and circumstances. This will include a thorough analysis of the following:
- Assets and Liabilities — balance sheets, account ownership and titling, retirement assets and QDROs, pension valuations, executive compensation, real estate, business interests, and debt and contractual liabilities
- Insurance — life, health, disability, and long-term care coverage
- Tax Considerations — tax bracket and effective tax rate management, filing status changes, capital gains exposure, cost basis tracking, the tax impact of asset division, support payment treatment, and carryforwards from joint filing years
- Estate Planning — estate plan reviews with observations and recommendations for modifications, beneficiary updates, asset titling, and applicable asset protection and trust structures
- Income and Cash Flow — current income reporting, post-divorce cash flow projections, spousal support planning, budgeting, and withdrawal rate and retirement planning projections
Our role is to verify accuracy, assist with complexity, and translate the financial implications of your options into clear, actionable guidance. We help you understand what you have, what you’re agreeing to, and what your life looks like on the other side.
Bradley and Kori’s Story
