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Divorce Planning

The process is compassionate, objective, and nonthreatening. We provide a safe haven for clients, so that they feel supported and empowered, allowing them to move forward and make the right decisions. We listen to each client's financial goals and incorporate those goals into a settlement proposal that is workable.

Priority Planning helps each client understand the immediate and long-term consequences of settlement options. We also help clients work out a realistic budget and determine their actual and projected expenses.


Sample Networth Graph
Sample Networth Graph

 The above graph was created using Family Law Software, Inc. v 18.02 as a sample. Notice the green line plotting the projected networth for Marianne shows a loss in value compared to the darker line plotting George's projected networth.

We provide assistance to clients throughout the process of completing a thorough questionnaire and gathering supporting documents. After this information is thoroughly analyzed, we guide clients through the divorce process, providing the tools that enable clients to make wise, independent decisions about the proposals they are considering. Clients will be able to accurately see their financial situation regarding:

  • Property Division
  • Child Support
  • Alimony
  • Insurance
  • Taxes
  • Retirement Funds
  • Pensions
  • Employee Stock Options
  • Professional Fees

The process also identifies further information that needs to be requested during discovery.

Profile for Peggy Tracy at Priority Planning at LinkedIn