Richard Hendry, CDFA provides comprehensive divorce financial planning services through Raymond James Financial Services, Inc. (Member FINRA/SIPC)
11175 Cicero Drive, Suite 100
How would you like to simplify the tedious aspect of the financial settlement assessment for your divorce? We provide you the Divorce Financial Planning expertise to help with your settlement at a reasonable cost. Here is how the process works and the benefits to you.
Steps to Implement
We meet with you and start to gather financial affidavit information at which time we conduct an in depth interview with you to assess what your long term goals and needs are during and post divorce.
We work hand in hand with you or your attorney to help expedite your case. We provide to your attorney all the financial affidavits and asset summaries to streamline your contact with them to keep costs to a minimum. We will copy all documents that we need and return all originals to you.
We will meet with you on an ongoing basis to fine tune your settlement offer and provide to your lawyer 2-3 financial scenarios for your divorce settlement.
Benefits to our Clients We simplify and streamline your divorce case to reduce overall fees paid for divorces.
We work with our clients post divorce to help execute your divorce settlement.
We prepare and file QDROs* to receive 401k and future pension benefits.
We help provide a valuable resource in helping you get through a difficult time in making proper financial decisions that is based on facts not emotion.