Divorce & Separation Financial Planning Services

Divorce & Separation Financial Planning Services

We assist both individuals and couples in anticipation of, or during, a divorce proceeding.  We can also assist clients with revising an existing settlement to help achieve settlements that are fair and equitable.

  •   Divorce or Separation

Rita Medaglio-Barrera, CDFA® is an experienced Certified Divorce Financial Analyst® for over 18 years and a Collaborative Divorce Financial Neutral for 15 years.  As a Financial Neutral, Rita Medaglio-Barrera, CDFA® will help clients and their attorney(s) and/or mediator with:

  • Preparing cash flow analysis, lifestyle analysis, and help prepare a net worth statement
  • Assisting in drawing up budgets that demonstrate the appropriate level of spousal and/or child support
  • Performing maintenance and child support analysis
  • Evaluating the stocks, bonds and mutual funds that are to be divided
  • Determining the tax liability and liquidity of property to ensure equitable division of assets
  • Helping with determining the short-term and long-term financial impact of a divorce settlement by providing valuable insight into the pro’s and con’s of different settlement proposals
  • Determining how much money you’ll need to live on and project retirement and insurance needs
  • Estimating college and educational costs
  • Estimating career training costs and time horizons

Divorce and Family Mediation Services

Rita Medaglio-Barrera, CDFA is an independent Divorce and Family Mediator providing mediation services for New York couples and families in Divorce, Separation and Elder/Adult Family issues via viirtual on-line video conferencing.

A mediator is a neutral third party that helps the couple and families resolve their conflict in a safe environment.  As your mediator, she will help you explore different options so that you can make sound decisions.