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Form 8.05/Financial Affidavit

Service Price

$395

$125/hr

Complexity

As described

Additional support

About our Service

The form 8.05 or financial affidavit is the most significant document in most divorces. It is critical that it is accurately completed and each section is well thought though. Your future depends on it! The last thing you need to be worried about right now, however, is which number should go in which blank. Let us be your guide you through the process. 

  Includes:

  • Income sources & tax return review

  • Expense consultation, including discussion on how spending might change going forward and no double dipping

  • Asset analysis & education - including ownership, beneficiary, investment accounts, pensions, real estate, travel points, retirement plans & contributions, etc.

  • Insurance policy review

  Process:

  • Financial documents are sent/uploaded before meeting

  • Initial meeting in person or remotely to explain, point out red flags, answer ?'s, give next steps

  • Client responsible for expense totals, but guidance provided

  • Follow up meeting to finalize

  • 1 month email support

                                                                                                                                                              * *Note: Lifestyle expense analysis is a separate service. If additional assistance is needed, than what is included it will be at the hourly rate or you can opt for the expense analysis.