Sound View Financial Services offers personalized and confidential divorce financial planning to individuals and couples. The firm does not provide legal, accounting, or tax advice, recommending clients consult their own lawyers and accountants. Services are tailored to each client's needs, exploring their values, goals, and priorities through in-depth interviews and document review.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Divorce Planning Services: Includes guidance in compiling financial data, preparing financial statements, comparing assets and liabilities, reviewing insurance needs, analyzing employee benefit plans, analyzing pre-divorce standard of living, reviewing unrealized capital gains and losses, analyzing settlement proposals, developing realistic pre-post divorce budgets, analyzing settlement proposals with respect to maintenance and other needs, cash flow, standard of living, paying abilities of the paying spouse, tax implications, retirement needs and college planning, reviewing house versus pension analyses, calculating child support, analyzing varying tax return situations, and assisting in post-divorce budgeting and financial planning.
- Limited Financial Planning: Advice on isolated areas of concern such as estate planning, retirement planning, or education planning. Specific consultation and administrative services on investment and financial concerns.
One-Time Plan:From $3,000
Hourly Rate:$375/hr
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