We assist individuals facing divorce to arrive at fair and equitable financial settlements. We use extensive tools that give clients a clear understanding of the financial implications of different proposed matrimonial property divisions. We believe our clients are entitled to a faster, less costly settlement that brings them closer to a better tomorrow.
Initially, we meet with the client to answer the question, “Am I going to be okay?” Through our process, we do a thorough analysis of the proposed agreement. We discuss the goals and needs of the client. Milestone then quantifies these factors to determine the implications of accepting each proposal.
Reaching an agreement requires a lot of effort, but the work does not stop there. Implementing the agreement most often necessitates a division of assets, accounts and investments. Milestone is experienced in making this transition happen as smoothly as possible. It has also been our experience that former investment mandates need to be revisited and restructured based on a client’s new circumstances. A high-growth mandate that made sense before may now need to be transitioned into an income-focused, moderate investment mandate. Milestone can assist in the transition while also aiming to minimize the fees and tax implications associated with the change.