What You Can Expect When Working with The Financial Knot®
Our Established Process
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1. Initial Consultation
In this first meeting, we want to hear about your situation. We’ll answer any questions and clarify your desired outcome. Then, we’ll share more about what you can expect working with us, including deliverables and cost, and we’ll decide together if we’re a good fit.
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2. Gather Necessary Data and Review it Together
If we choose to work together, we’ll provide you with a list of documents we’ll need to get started (don't worry, we can help you locate them or ask your attorney to subpoena them) and understand your complete financial picture (documents like tax returns and statements for investment accounts, bank accounts, debts, mortgages, etc. as well as information regarding your income and expenses.) Once we’ve collected all the data we need, we’ll have a meeting to review all your information to ensure accuracy and clarify any questions we may have.
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3. Strategy Meeting
During this meeting, we’ll share our findings with you and your attorney, including how potential settlement options will impact your financial future, to assist with negotiating your settlement. These options are creatively tailored to your needs, not canned to only meet the letter of the law.
Then, we will explore your divorce options and ensure the right solution for your situation, review your finances and explore creative settlement ideas, map out a plan for transitioning to the next phase of your life, identify your biggest fears and decide the best way to address them, and connect you with any other resources you will need in your process.
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4. Work with Your Attorney & Other Professionals and Assist with Mediation
We will ensure your attorney and/or your CPA are aware of your financial future and create a strategy with your team moving forward. We’ll also accompany you to mediation to show you how offers will impact your financial plan so you can make sound decisions and feel confident about your future. No one else in divorce shows you the impact of decisions during mediation but us!
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5. Post-Divorce Transition Assistance
After your divorce, we can help provide post-divorce transition assistance. This is a critical phase to ensure nothing gets missed and no mistakes are made when complying with your marital agreement ordered by the court. We will be there every step of the way! Your accounts must be consolidated into your name, qualified domestic relations order (QDRO) completed, bank accounts closed, wills redone, etc. We have a proven process to reduce the overwhelm and ensure you don’t miss anything important after the divorce.
We understand what you’re going through and will be with you every step of the way.
Once your divorce is final, there is still work to be done. Your accounts must be consolidated, qualified domestic relations order (QDRO) completed, bank accounts closed, wills redone, etc. We have a proven process to reduce the overwhelm and ensure you don’t miss anything important after the divorce, so you can begin the next phase of your life with confidence and control.
We will work with you as long as necessary to ensure ALL of the terms of your settlement agreement are completed and you get the assets you’re entitled to without being in contempt of court by possibly missing items in the marital settlement agreement.
Find out if The Financial Knot® might be a good fit for you with our no strings attached consultation.
Contact us today to learn more about our services in Columbia, South Carolina, and surrounding areas.
