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.