contemplating a divorce?
Call 972.355.4411 to schedule an appointment for a consultation.
During our consultation
we will discuss your concerns and your financial situation
so that we can assess the complexity of your case and
give you an idea of how we can help. At the end of our
consultation, we will also be able to give you an idea
of how many hours will be required to support your case.
Here are some of the items we will explore during the
Is the divorce
already in progress and what is the status?
What are your
financial concerns and long-term goals?
How long have
you been married?
Are there children
involved who are under the age of 18?
Are you familiar
with your income, expenses, assets, liabilities,
etc. or does your spouse handle all of those issues?
Do you own a
home and is it valued at over $250,000?
What types of
assets do you own?
Do you or your
spouse have deferred compensation plans (IRA, Roth
IRA's, Keogh SEP, 401K, 403B, 457, etc.)?
Do you or your
spouse have a pension plan?
Do you know
whether or not if it is a defined contribution plan
or defined benefit plan (i.e. no cash value today)?
Are there any
businesses or partnership interests?
If you don't
know a great deal about your financial situation,
2913 Corporate Circle, Suite 100
Flower Mound, TX 75028
Fax: 972.355.2575 firstname.lastname@example.org
Financial Planning and Consulting services offered through Boda Financial Group Inc., a registered investment advisor.
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