Dr. Judith Gerhart, CFP
Certified Divorce Financial Analyst 
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Money and Divorce: Part 2
July 31, 2009
- Once your immediate financial needs are dealt with, it is time to determine what professional financial or legal assistance you might need. Do you already have an “independent financial advisor” to help you? If not, ask for referrals - ideally from someone who has recently been separated and is in a similar financial situation to yours. Same goes for a lawyer.
- Before meeting with your potential advisors, collect all of your financial information — including Assets (cash, bank accounts; real estate; household effects; vehicles; investment accounts & stock certificates; RSPs; pension plans; other investments; receivables, business interests, and inheritances) and Liabilities (bills; mortgage; lines of credit; credit cards; personal loans, car loans and leases) held separately or jointly with your spouse or partner. Make sure the information is as up-to-date as possible.
By: Karin MIzgala
Posted by Judith Gerhart on July 31, 2009 | Permalink | Post a comment
