California Divorce Financial Planning
15303 Ventura Blvd, 9th Floor
Sherman Oaks, CA 91403
Contact: Jerry Cohen, CPA, CFF, ChFC, CDFA
Phone: 818-706-2998 Fax: 800-516-0565
Business type: Financial Planner
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Today's Decisions Establish the Foundation for Tomorrow's Financial Security.
 
About Us  
We are divorce financial specialists, working exclusively with divorcing couples and individuals to provide divorce financial mediation and divorce financial planning services that help them achieve fair and equitable settlements.

We provide education and an objective financial viewpoint to thoroughly address your financial issues and concerns, setting a positive tone for productive discussions. Because we work with our clients to sort through the unknowns in order to help you choose the best options, our clients find that their stress, frustration and anxiety diminish, leaving them confident and prepared to make prudent financial decisions for their future.
Our Services  
Divorce Financial Planning
- Identify financial goals, objectives, needs and concerns
- Tax issues
- Property division options
- Estate planning considerations
- Retirement and pension plans
- Debt pay-off
- Property and business interests
- Cash flow and budget analysis
- Review of settlement agreements
- Marital standard of living analysis
- Financial review of settlement agreements
- Oversight of property transfers
- Education on divorce financial issues
- Insurance coverage
- Employee benefits
- Children's education/special needs
- Keep or sell the house
- Analysis of income available for support
- Needs based support analysis
- Separate vs. marital property
- Spousal and child support
- Credits and reimbursements
- Oversight of insurance and estate planning modifications

Cooperative Divorce
Divorce Financial Mediation
Flat Fee Programs

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