5 Steps to Financial Security

As you go through our programme and follow the five steps, not only are you are working with a professional who is focused on achieving the best outcome for your financial future. They'll help you understand your finances better, which reduces your anxiety and stress, giving you the confidence to more forward with your new life

How it works

1. Needs Analysis

Our divorce planner will ask you questions about your financial situation, goals, and life events. These are the building blocks that will help to develop your unique financial plan.

2. Data Collection

Pick the Service that's Right forYou

Our services offer a range of options to ensure you find the perfect fit for your unique circumstances.

Comprehensive Service          

This service caters to individuals navigating the intricacies of financial decisions during or post-divorce. Our service makes financial decisions easier, as you see your finances in real time. This shows you the implications of different options and how each decision effects your long-term financial future.  

  • Discussions on immediate and long-term financial responsibilities and objectives, plus your financial goals and life events
  • Review of financial documents
  • Analysis of assets and liabilities
  • Assessment of current income and expenses
  • Recommendations for dividing assets and liabilities.
  • Assistance in creating a post-divorce budget.
  • Guidance in crafting a sustainable post-divorce financial plan and retirement strategy.
  • Detailed analysis of tax implications of the divorce settlement.

Advanced Service

Our specialised support extends to couples in pursuit of a harmonious process with expert guidance during settlement negotiations, fostering an amicable resolution that benefits all parties involved.  This service takes the acrimony out of divorce and can save you time and €€€'s in court fees.

This service creates a financial plan for both people involved, thereby creating visibility for all, showing assets are being divided in a fair and equitable manner.

  • All services provided in Comprehsive Service
  • Assistance in negotiating a settlement agreement

Premier Service

This service is for individuals who are going through an acrimonious divorce and need assistance in investigating other party’s documents.
  • All services provided in Comprehsive Service
  • Investigate and gather information by reviewing affidavit submissions, bank statements, and various other documents to identify any inconsistencies or discrepancies
  • Assistance in finding and working with a divorce solicitor and other necessary professionals

Schedule a Free Consultation

Delve into Strategies for Financial Stability – Learn More and Empower Your Tomorrow

We can help answer questions like

Will I have the financial means to support my present lifestyle?

Is it possible to stay in the family home or to apply for a new mortgage?

Will I have enough saving to ensure my children will go to 3rd level education?

Should I cash in some assets now, and how would this impact my finances now and in the future?

Am I at risk of running out of money as I age, or can I enjoy a higher standard of living now?

When can I retire and what will my retirement look like?

Will my family be financially secure in the event I require care or pass away unexpectedly?

What potential tax liabilities might I face?

How can I optimise my savings, investments and liabilities?

Is there a strategy to generate income while minimizing tax obligations?

How can the proceeds from selling my business be best utilised?

“The most important investment you can make is in yourself.” -Warren Buffet