BMR Global Wealth Management Group, Inc.
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 23 years and a Collaborative Divorce Financial Neutral for 18 years. As a Financial Neutral, Rita Medaglio-Barrera, CDFA® will help clients and their attorney(s) and/or mediator with:
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Preparing cash flow analysis, lifestyle analysis, and help prepare a net worth statement
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Assisting in drawing up budgets that demonstrate the appropriate level of spousal and/or child support
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Performing maintenance and child support analysis
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Evaluating the stocks, bonds and mutual funds that are to be divided
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Determining the tax liability and liquidity of property to ensure equitable division of assets
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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
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Determining how much money you'll need to live on and project retirement and insurance needs
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Estimating college and educational costs
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Estimating career training costs and time horizons
Divorce Litigation Support Services
Rita Medaglio-Barrera, CDFA® is a Qualified Courtroom Expert Witness for Florida clients in divorce litigation. She has given expert testimony in court for many cases and works with your divorce attorney.