Business & Personal Wealth Consulting
Pressing financial issues often fall by the wayside during the emotional turmoil of a divorce. Berdon professionals help the recently divorced get off to a financially secure, fresh start. We come to grips with needs, challenges, and family issues with the goal of developing a plan to support the lifestyle they want for themselves and their loved ones. To help establish financial order our services include:
establishing personal budgets
setting up bill paying systems
monitoring cash flow
tracking alimony and child support payments
Going further, we examine the larger picture – investment, retirement, and insurance planning; funding children’s education; and reviewing the will. Looking ahead, we advise on techniques to preserve and transfer wealth.