When navigating the complexities of divorce, shared investments become one of the most challenging aspects to address. It can cause a lot of stress because not only do the investments represent monetary value, but hold  value in each partner’s future. Here’s a step-by-step guide to managing shared investments during a divorce:

• Step 1 Identify All Shared Investments: It’s so important to ensure full transparency from both parties. Investments can often be overlooked or concealed, so it’s important to review all the financial documents you have.
• Step 2 Determine the Value of Each Investment: Once all your shared investments are identified, you can start determining the value of each investment. It is recommended that you get professional appraisals depending on the type of investment such as rental property.
• Step 3 Work with Financial and Legal Experts: I can be your financial advocate throughout the difficult process. I am a Certified Divorce Financial Analyst and CDFA®. I can provide you with a clear and strong strategy for splitting your shared investments. 
• Step 4 Negotiate a Fair Decision: Laws vary depending on what state you are in. Some states require a 50/50 split. It’s important that during negotiations you focus on what’s in your best interest and be willing to compromise when necessary. 

You don’t have to go through this alone.

Contact me today at 716-800-4290 to schedule your first appointment.