Certified Divorce Financial Analystâ„¢  
 

How Do I Get Started?

Are you 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 consultation:

  • 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, don't worry.

 
 
 

 

 

CONTACT US

BODA FINANCIAL GROUP
2913 Corporate Circle, Suite 100
Flower Mound, TX 75028

Phone: 972.355.4411
Fax: 972.355.2575
jerry@bodafinancial.com

 

 

 

 


Financial Planning and Consulting services offered through Boda Financial Group Inc., a registered investment advisor.


 
 

 

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