Divorce Services
Facilitate Communication:
Help couples communicate effectively and respectfully during the divorce process.
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Negotiate Agreements:
Facilitate discussions to assist the two of you in negotiating agreements on various issues such as child custody, visitation schedules, division of assets, and financial support.
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Provide Information:
Offer information about legal resources, responsibilities, and options available to the couple.
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Offer Neutral Guidance:
Provide neutral guidance and support to help couples explore solutions and make informed decisions.
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Financial Statements:
Prepare your net family property statement, budget documents and prepare projections on the potential future outcomes of finical agreements.
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Collaborative Practice
If you are already working with lawyers who support the collaborative process, I can work on the team as your neutral financial Professional and provide expertise to support the financial component of your divorce. For more information about the collaborative process team approach visit Hamilton Halton and Peel Collaborative Practice
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Drafting Documentation:
Provide you with a memorandum of understand at the occlusion of a success mediation engagement.
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Referrals:
May provide referrals to other professionals such as lawyers, investment advisors, or therapists if needed.
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Follow-Up Support:
Offer follow-up support after the mediation process to ensure agreements are implemented smoothly and address any issues that may arise.
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Fee Based Financial Planning for
Retiring and Departing Employees
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Benefits Optimization :
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Guide employees in maximizing their severance packages (non legal issues).
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Review unused benefits like health savings accounts (HSAs) or stock options.
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Advise on health insurance continuation (e.g., COBRA or marketplace plans).
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Investment Guidance:
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Offer strategies for managing and reallocating employer-sponsored retirement plans.
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Develop an investment risk strategy aligned with your future goals and risk tolerance.
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Assist in consolidating retirement plans for streamlined management
Retirement Planning:
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Assess retirement savings and income sources, Group pensions and RRSP's..
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Evaluate readiness for retirement and create sustainable withdrawal strategies.
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Provide advice on CPP and OAS timing and benefits.
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Tax Planning and Preparation:
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Evaluate tax implications of severance pay, retirement withdrawals, and benefits.
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Provide strategies for minimizing tax liabilities during the transition.
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Plan for future tax obligations in retirement or new employment.
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Preparation of individual income tax returns.
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Career Transition Support:
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Offer financial strategies for managing income gaps between jobs.
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Assist with budgeting for career training or reskilling.
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Help prepare for changes in income or employment type (e.g., freelance, consulting).
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Budgeting and Cash Flow Management:
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Create a financial plan for immediate and long-term needs.
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Identify opportunities to reduce expenses or manage debt.
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Provide tools for maintaining financial stability during uncertain periods
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Estate Planning:
Help you create estate plans, including identifying key elements of your power of attorney and trust documents to ensure their assets are distributed according to your wishes and minimize estate taxes
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